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 | $22,839 | $102,966-77.8% | $90,281-74.7% | $152,861-85.1% |
| Participation rate | 76.5% | 75.9%+0.6pp | 73.3%+3.2pp | 82.4%-6.0pp |
| Annual return | 2.89% | 95.16%-92.3pp | 78.10%-75.2pp | 345.32%-342.4pp |
| Employer contribution / active EE | $1,942 | $3,139-38.1% | $2,854-32.0% | $4,762-59.2% |
| Participant deferral / active EE | $6,722 | $4,281+57.0% | $3,885+73.0% | $5,850+14.9% |
| Admin fee / account holder | $1,751 | $6,171-71.6% | $5,351-67.3% | $11,596-84.9% |