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 | $19,419 | $91,190-78.7% | $178,490-89.1% | $79,858-75.7% |
| Participation rate | 97.7% | 69.2%+28.5pp | 81.9%+15.8pp | 69.6%+28.1pp |
| Annual return | 2.77% | 24.19%-21.4pp | 151.07%-148.3pp | 31.71%-28.9pp |
| Employer contribution / active EE | $2,541 | $3,256-22.0% | $5,011-49.3% | $2,471+2.8% |
| Participant deferral / active EE | $2,266 | $3,236-30.0% | $5,202-56.4% | $3,740-39.4% |
| Admin fee / account holder | $481 | $6,751-92.9% | $13,984-96.6% | $5,306-90.9% |