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 | $11,215 | $60,022-81.3% | $88,946-87.4% | $84,808-86.8% |
| Participation rate | 76.0% | 57.8%+18.2pp | 68.8%+7.2pp | 68.3%+7.7pp |
| Annual return | 11.21% | 22.43%-11.2pp | 57.82%-46.6pp | 40.90%-29.7pp |
| Employer contribution / active EE | $375 | $1,703-78.0% | $2,555-85.3% | $2,631-85.7% |
| Participant deferral / active EE | $1,284 | $3,114-58.8% | $4,581-72.0% | $4,212-69.5% |
| Admin fee / account holder | $899 | $4,811-81.3% | $8,261-89.1% | $7,344-87.8% |