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 | $172,553 | $89,355+93.1% | $141,162+22.2% | $72,985+136.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.27% | 111.85%-93.6pp | 71.39%-53.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $3,624 | $3,114+16.4% | $4,735-23.5% | $2,440+48.5% |
| Participant deferral / active EE | $7,751 | $5,418+43.1% | $6,709+15.5% | $3,607+114.9% |
| Admin fee / account holder | $38,379 | $5,958+544.1% | $10,261+274.0% | $5,124+649.0% |