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 | $45,093 | $91,190-50.6% | $178,490-74.7% | $79,858-43.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.62% | 24.19%-19.6pp | 151.07%-146.5pp | 31.71%-27.1pp |
| Employer contribution / active EE | $6,273 | $3,256+92.7% | $5,011+25.2% | $2,471+153.9% |
| Participant deferral / active EE | $3,545 | $3,236+9.5% | $5,202-31.8% | $3,740-5.2% |
| Admin fee / account holder | $1,674 | $6,751-75.2% | $13,984-88.0% | $5,306-68.4% |