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 | $44,330 | $48,046-7.7% | $84,611-47.6% | $72,985-39.3% |
| Participation rate | 97.9% | 57.6%+40.3pp | 68.2%+29.7pp | 69.5%+28.4pp |
| Annual return | 8.04% | 37.38%-29.3pp | 258.74%-250.7pp | 81.00%-73.0pp |
| Employer contribution / active EE | $3,260 | $1,602+103.5% | $2,652+22.9% | $2,440+33.6% |
| Participant deferral / active EE | $0 | $2,680-100.0% | $3,899-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,034 | $3,395-40.1% | $4,912-58.6% | $5,124-60.3% |