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 6-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 | $93,688 | $114,381-18.1% | $107,525-12.9% | $142,382-34.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 5.80% | 242.71%-236.9pp | 181.32%-175.5pp | 217.08%-211.3pp |
| Employer contribution / active EE | $2,121 | $4,015-47.2% | $3,754-43.5% | $4,299-50.7% |
| Participant deferral / active EE | $17,213 | $5,564+209.3% | $5,116+236.5% | $6,507+164.5% |
| Admin fee / account holder | $1,513 | $9,860-84.7% | $8,919-83.0% | $12,624-88.0% |