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 | $124,663 | $78,422+59.0% | $95,952+29.9% | $79,858+56.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 7.40% | 19.37%-12.0pp | 91.61%-84.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,201 | $1,945-38.2% | $2,541-52.7% | $2,471-51.4% |
| Participant deferral / active EE | $9,097 | $3,440+164.5% | $4,167+118.3% | $3,740+143.2% |
| Admin fee / account holder | $790 | $5,622-85.9% | $6,795-88.4% | $5,306-85.1% |