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 | $44,155 | $80,717-45.3% | $154,803-71.5% | $84,808-47.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 6.48% | 37.96%-31.5pp | 58.88%-52.4pp | 40.90%-34.4pp |
| Employer contribution / active EE | $5,459 | $2,761+97.7% | $4,305+26.8% | $2,631+107.5% |
| Participant deferral / active EE | $1,843 | $3,303-44.2% | $5,540-66.7% | $4,212-56.2% |
| Admin fee / account holder | $403 | $6,746-94.0% | $14,329-97.2% | $7,344-94.5% |