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 6-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 | $49,180 | $106,515-53.8% | $96,683-49.1% | $139,434-64.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.25% | 38.43%-28.2pp | 35.69%-25.4pp | 372.94%-362.7pp |
| Employer contribution / active EE | $2,951 | $4,103-28.1% | $3,737-21.0% | $4,751-37.9% |
| Participant deferral / active EE | $9,100 | $5,454+66.9% | $4,878+86.5% | $6,710+35.6% |
| Admin fee / account holder | $4,972 | $7,877-36.9% | $6,730-26.1% | $11,403-56.4% |