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 | $33,306 | $60,124-44.6% | $90,404-63.2% | $79,858-58.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.19% | 71.94%-63.8pp | 1293.02%-1284.8pp | 31.71%-23.5pp |
| Employer contribution / active EE | $855 | $2,068-58.7% | $3,262-73.8% | $2,471-65.4% |
| Participant deferral / active EE | $4,449 | $2,938+51.4% | $3,963+12.2% | $3,740+18.9% |
| Admin fee / account holder | $942 | $3,976-76.3% | $5,611-83.2% | $5,306-82.2% |