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 | $43,532 | $65,365-33.4% | $92,893-53.1% | $72,985-40.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 15.58% | 42.10%-26.5pp | 109.41%-93.8pp | 81.00%-65.4pp |
| Employer contribution / active EE | $7,222 | $2,594+178.4% | $3,653+97.7% | $2,440+196.0% |
| Participant deferral / active EE | $1,932 | $3,128-38.2% | $4,236-54.4% | $3,607-46.4% |
| Admin fee / account holder | $376 | $4,251-91.2% | $5,794-93.5% | $5,124-92.7% |