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 7-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 | $21,093 | $95,561-77.9% | $77,163-72.7% | $139,434-84.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.91% | 54.92%-48.0pp | 37.87%-31.0pp | 372.94%-366.0pp |
| Employer contribution / active EE | $1,961 | $3,147-37.7% | $2,535-22.6% | $4,751-58.7% |
| Participant deferral / active EE | $5,008 | $4,624+8.3% | $3,833+30.6% | $6,710-25.4% |
| Admin fee / account holder | $3,446 | $8,295-58.5% | $5,472-37.0% | $11,403-69.8% |