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 | $44,071 | $48,230-8.6% | $67,502-34.7% | $80,856-45.5% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.6%+12.4pp |
| Annual return | 4.61% | 18.28%-13.7pp | 3512.12%-3507.5pp | 35.59%-31.0pp |
| Employer contribution / active EE | $840 | $2,020-58.4% | $2,731-69.2% | $2,755-69.5% |
| Participant deferral / active EE | $4,598 | $2,924+57.3% | $4,000+15.0% | $4,296+7.0% |
| Admin fee / account holder | $1,349 | $3,681-63.4% | $3,998-66.3% | $6,918-80.5% |