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 | $231,253 | $165,335+39.9% | $149,696+54.5% | $158,922+45.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 7.84% | 348.15%-340.3pp | 276.60%-268.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $6,026 | $5,103+18.1% | $4,644+29.8% | $4,761+26.6% |
| Participant deferral / active EE | $9,892 | $7,181+37.7% | $6,842+44.6% | $5,982+65.4% |
| Admin fee / account holder | $2,146 | $10,807-80.1% | $9,309-76.9% | $11,246-80.9% |