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 | $34,657 | $81,208-57.3% | $98,907-65.0% | $79,858-56.6% |
| Participation rate | 86.3% | 72.5%+13.8pp | 76.0%+10.3pp | 69.6%+16.6pp |
| Annual return | 5.34% | 60.99%-55.7pp | 196.43%-191.1pp | 31.71%-26.4pp |
| Employer contribution / active EE | $1,046 | $1,960-46.6% | $2,689-61.1% | $2,471-57.6% |
| Participant deferral / active EE | $2,260 | $3,265-30.8% | $4,244-46.8% | $3,740-39.6% |
| Admin fee / account holder | $1,659 | $6,013-72.4% | $6,642-75.0% | $5,306-68.7% |