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 | $65,886 | $99,020-33.5% | $86,590-23.9% | $147,584-55.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 2.64% | 1312.34%-1309.7pp | 964.84%-962.2pp | 578.55%-575.9pp |
| Employer contribution / active EE | $3,731 | $3,132+19.1% | $2,839+31.4% | $4,876-23.5% |
| Participant deferral / active EE | $2,777 | $3,972-30.1% | $3,609-23.0% | $5,439-48.9% |
| Admin fee / account holder | $4,461 | $5,710-21.9% | $4,906-9.1% | $10,885-59.0% |