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 4-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 | $2,895 | $30,400-90.5% | $53,898-94.6% | $84,808-96.6% |
| Participation rate | 76.0% | 46.4%+29.6pp | 55.0%+21.0pp | 68.3%+7.7pp |
| Annual return | 12.54% | 500.19%-487.6pp | 528.60%-516.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $291 | $603-51.7% | $932-68.7% | $2,631-88.9% |
| Participant deferral / active EE | $438 | $1,199-63.4% | $1,826-76.0% | $4,212-89.6% |
| Admin fee / account holder | $368 | $1,993-81.5% | $2,491-85.2% | $7,344-95.0% |