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 8-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 | $66,280 | $124,319-46.7% | $111,297-40.4% | $167,490-60.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 6.34% | 37.44%-31.1pp | 54.65%-48.3pp | 478.56%-472.2pp |
| Employer contribution / active EE | $1,650 | $3,435-52.0% | $2,731-39.6% | $4,837-65.9% |
| Participant deferral / active EE | $11,138 | $5,180+115.0% | $4,487+148.2% | $6,341+75.6% |
| Admin fee / account holder | $671 | $10,618-93.7% | $7,964-91.6% | $12,309-94.5% |