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 | $162,603 | $98,750+64.7% | $149,696+8.6% | $79,858+103.6% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 7.66% | 27.43%-19.8pp | 276.60%-268.9pp | 31.71%-24.1pp |
| Employer contribution / active EE | $4,885 | $3,216+51.9% | $4,644+5.2% | $2,471+97.7% |
| Participant deferral / active EE | $8,119 | $5,680+42.9% | $6,842+18.7% | $3,740+117.1% |
| Admin fee / account holder | $5,611 | $6,053-7.3% | $9,309-39.7% | $5,306+5.7% |