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 | $155,410 | $159,901-2.8% | $146,958+5.8% | $145,922+6.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 6.75% | 98.13%-91.4pp | 418.34%-411.6pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,716 | $5,286-67.5% | $4,933-65.2% | $4,660-63.2% |
| Participant deferral / active EE | $3,476 | $8,428-58.8% | $8,070-56.9% | $6,688-48.0% |
| Admin fee / account holder | $23,972 | $15,044+59.4% | $12,998+84.4% | $13,397+78.9% |