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 | $156,403 | $202,318-22.7% | $172,739-9.5% | $152,861+2.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 12.28% | 1029.65%-1017.4pp | 802.84%-790.6pp | 345.32%-333.0pp |
| Employer contribution / active EE | $7,472 | $5,856+27.6% | $5,143+45.3% | $4,762+56.9% |
| Participant deferral / active EE | $8,146 | $5,948+37.0% | $5,198+56.7% | $5,850+39.2% |
| Admin fee / account holder | $5,442 | $17,109-68.2% | $13,954-61.0% | $11,596-53.1% |