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 7-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 | $177,232 | $74,888+136.7% | $71,209+148.9% | $142,382+24.5% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 10.04% | 345.14%-335.1pp | 282.51%-272.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $8,338 | $2,854+192.1% | $2,721+206.4% | $4,299+94.0% |
| Participant deferral / active EE | $12,206 | $4,454+174.0% | $4,175+192.3% | $6,507+87.6% |
| Admin fee / account holder | $12,038 | $5,568+116.2% | $5,349+125.1% | $12,624-4.6% |