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 | $167,812 | $88,751+89.1% | $81,812+105.1% | $145,922+15.0% |
| Participation rate | 78.9% | 75.0%+3.9pp | 72.3%+6.6pp | 80.3%-1.3pp |
| Annual return | 7.97% | 1025.40%-1017.4pp | 773.79%-765.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,326 | $3,083-24.6% | $2,912-20.1% | $4,660-50.1% |
| Participant deferral / active EE | $4,805 | $4,643+3.5% | $4,319+11.3% | $6,688-28.2% |
| Admin fee / account holder | $18,040 | $8,415+114.4% | $7,386+144.2% | $13,397+34.7% |