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 | $57,343 | $80,968-29.2% | $96,544-40.6% | $75,163-23.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 10.09% | 27.06%-17.0pp | 25.84%-15.7pp | 160.62%-150.5pp |
| Employer contribution / active EE | $4,743 | $2,282+107.9% | $2,965+60.0% | $2,670+77.7% |
| Participant deferral / active EE | $4,796 | $3,928+22.1% | $4,851-1.1% | $4,125+16.3% |
| Admin fee / account holder | $21,514 | $6,724+219.9% | $8,252+160.7% | $5,651+280.7% |