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 | $116,851 | $148,534-21.3% | $135,903-14.0% | $139,434-16.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.99% | 79.19%-71.2pp | 68.23%-60.2pp | 372.94%-365.0pp |
| Employer contribution / active EE | $15,194 | $5,243+189.8% | $4,856+212.9% | $4,751+219.8% |
| Participant deferral / active EE | $15,625 | $8,100+92.9% | $7,758+101.4% | $6,710+132.9% |
| Admin fee / account holder | $766 | $12,400-93.8% | $10,762-92.9% | $11,403-93.3% |