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 3-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 | $11,229 | $104,974-89.3% | $95,585-88.3% | $142,382-92.1% |
| Participation rate | 78.9% | 75.0%+4.0pp | 72.1%+6.9pp | 80.1%-1.2pp |
| Annual return | 9.89% | 210.33%-200.4pp | 38.56%-28.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $827 | $2,779-70.2% | $2,527-67.3% | $4,299-80.8% |
| Participant deferral / active EE | $1,451 | $4,352-66.7% | $4,023-63.9% | $6,507-77.7% |
| Admin fee / account holder | $1,007 | $6,386-84.2% | $6,127-83.6% | $12,624-92.0% |