See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,602 | $89,753+158.0% | $107,525+115.4% | $84,808+173.1% |
| Participation rate | 97.5% | 68.1%+29.4pp | 75.1%+22.4pp | 68.3%+29.2pp |
| Annual return | 6.46% | 29.48%-23.0pp | 181.32%-174.9pp | 40.90%-34.4pp |
| Employer contribution / active EE | $7,624 | $3,113+144.9% | $3,754+103.1% | $2,631+189.8% |
| Participant deferral / active EE | $7,191 | $4,056+77.3% | $5,116+40.6% | $4,212+70.7% |
| Admin fee / account holder | $6,817 | $7,222-5.6% | $8,919-23.6% | $7,344-7.2% |