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 | $23,641 | $70,669-66.5% | $169,368-86.0% | $75,163-68.5% |
| Participation rate | 87.5% | 64.8%+22.7pp | 77.1%+10.4pp | 67.2%+20.3pp |
| Annual return | 7.82% | 36.36%-28.5pp | 405.60%-397.8pp | 160.62%-152.8pp |
| Employer contribution / active EE | $536 | $2,211-75.8% | $4,013-86.7% | $2,670-79.9% |
| Participant deferral / active EE | $1,578 | $4,311-63.4% | $6,221-74.6% | $4,125-61.8% |
| Admin fee / account holder | $2,495 | $5,402-53.8% | $9,003-72.3% | $5,651-55.8% |