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 | $232,931 | $162,781+43.1% | $133,956+73.9% | $158,922+46.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.11% | 41.94%-40.8pp | 45.09%-44.0pp | 302.83%-301.7pp |
| Employer contribution / active EE | $20,555 | $4,975+313.1% | $3,919+424.5% | $4,761+331.7% |
| Participant deferral / active EE | $4,631 | $5,911-21.7% | $5,048-8.3% | $5,982-22.6% |
| Admin fee / account holder | $2,141 | $11,736-81.8% | $8,927-76.0% | $11,246-81.0% |