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 | $52,348 | $95,416-45.1% | $185,823-71.8% | $85,850-39.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.40% | 23.59%-12.2pp | 122.05%-110.7pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,300 | $3,314-30.6% | $5,167-55.5% | $2,565-10.3% |
| Participant deferral / active EE | $2,553 | $3,423-25.4% | $5,568-54.1% | $3,952-35.4% |
| Admin fee / account holder | $2,591 | $7,213-64.1% | $16,237-84.0% | $6,260-58.6% |