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 5-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 | $96,905 | $104,974-7.7% | $95,585+1.4% | $142,382-31.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 6.07% | 210.33%-204.3pp | 38.56%-32.5pp | 217.08%-211.0pp |
| Employer contribution / active EE | $23,454 | $2,779+744.1% | $2,527+828.3% | $4,299+445.6% |
| Participant deferral / active EE | $6,827 | $4,352+56.9% | $4,023+69.7% | $6,507+4.9% |
| Admin fee / account holder | $2,666 | $6,386-58.3% | $6,127-56.5% | $12,624-78.9% |