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 | $221,581 | $209,832+5.6% | $189,513+16.9% | $167,490+32.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.08% | 748.27%-745.2pp | 555.15%-552.1pp | 478.56%-475.5pp |
| Employer contribution / active EE | $13,021 | $6,914+88.3% | $6,162+111.3% | $4,837+169.2% |
| Participant deferral / active EE | $15,674 | $8,935+75.4% | $8,221+90.7% | $6,341+147.2% |
| Admin fee / account holder | $1,724 | $14,293-87.9% | $12,045-85.7% | $12,309-86.0% |