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 | $212,292 | $111,754+90.0% | $103,333+105.4% | $145,922+45.5% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 4.15% | 24.77%-20.6pp | 24.88%-20.7pp | 561.29%-557.1pp |
| Employer contribution / active EE | $11,441 | $4,212+171.6% | $3,868+195.8% | $4,660+145.5% |
| Participant deferral / active EE | $3,871 | $5,619-31.1% | $5,057-23.5% | $6,688-42.1% |
| Admin fee / account holder | $6,561 | $9,750-32.7% | $8,355-21.5% | $13,397-51.0% |