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 | $59,677 | $63,346-5.8% | $92,233-35.3% | $70,131-14.9% |
| Participation rate | 93.0% | 68.7%+24.4pp | 76.5%+16.5pp | 69.5%+23.5pp |
| Annual return | 8.96% | 530.12%-521.2pp | 176.28%-167.3pp | 73.14%-64.2pp |
| Employer contribution / active EE | $581 | $2,471-76.5% | $3,679-84.2% | $2,342-75.2% |
| Participant deferral / active EE | $2,973 | $2,854+4.2% | $3,897-23.7% | $3,332-10.8% |
| Admin fee / account holder | $2,288 | $3,840-40.4% | $5,194-55.9% | $4,645-50.7% |