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 | $164,320 | $107,334+53.1% | $92,893+76.9% | $152,861+7.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.66% | 145.58%-141.9pp | 109.41%-105.8pp | 345.32%-341.7pp |
| Employer contribution / active EE | $6,680 | $4,221+58.3% | $3,653+82.9% | $4,762+40.3% |
| Participant deferral / active EE | $3,632 | $4,845-25.0% | $4,236-14.3% | $5,850-37.9% |
| Admin fee / account holder | $305 | $7,079-95.7% | $5,794-94.7% | $11,596-97.4% |