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 | $44,263 | $39,122+13.1% | $57,179-22.6% | $62,891-29.6% |
| Participation rate | 96.7% | 70.5%+26.2pp | 75.3%+21.3pp | 69.3%+27.4pp |
| Annual return | -2.19% | 9.23%-11.4pp | 14.59%-16.8pp | 20.14%-22.3pp |
| Employer contribution / active EE | $2,486 | $1,874+32.7% | $2,682-7.3% | $2,281+9.0% |
| Participant deferral / active EE | $5,170 | $2,374+117.8% | $3,096+67.0% | $3,203+61.4% |
| Admin fee / account holder | $892 | $2,592-65.6% | $3,139-71.6% | $4,296-79.2% |