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 | $30,657 | $84,233-63.6% | $170,442-82.0% | $70,131-56.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.89% | 23.06%-14.2pp | 205.93%-197.0pp | 73.14%-64.3pp |
| Employer contribution / active EE | $1,008 | $3,387-70.2% | $5,433-81.5% | $2,342-57.0% |
| Participant deferral / active EE | $2,800 | $3,086-9.3% | $4,939-43.3% | $3,332-16.0% |
| Admin fee / account holder | $3,105 | $5,698-45.5% | $13,880-77.6% | $4,645-33.2% |