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 9-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 | $163,995 | $111,724+46.8% | $93,606+75.2% | $145,922+12.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 3.97% | 202.98%-199.0pp | 133.20%-129.2pp | 561.29%-557.3pp |
| Employer contribution / active EE | $1,227 | $3,090-60.3% | $2,420-49.3% | $4,660-73.7% |
| Participant deferral / active EE | $1,589 | $4,912-67.7% | $4,411-64.0% | $6,688-76.2% |
| Admin fee / account holder | $2,460 | $10,250-76.0% | $8,285-70.3% | $13,397-81.6% |