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 | $227,640 | $118,849+91.5% | $96,562+135.7% | $167,490+35.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.14% | 50.49%-42.3pp | 37.78%-29.6pp | 478.56%-470.4pp |
| Employer contribution / active EE | $4,177 | $3,120+33.9% | $2,356+77.2% | $4,837-13.7% |
| Participant deferral / active EE | $10,662 | $4,616+131.0% | $3,849+177.0% | $6,341+68.1% |
| Admin fee / account holder | $48,034 | $8,065+495.6% | $6,181+677.1% | $12,309+290.2% |