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 | $16,808 | $91,190-81.6% | $178,490-90.6% | $79,858-79.0% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.2pp |
| Annual return | 9.08% | 24.19%-15.1pp | 151.07%-142.0pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,660 | $3,256-49.0% | $5,011-66.9% | $2,471-32.8% |
| Participant deferral / active EE | $1,765 | $3,236-45.5% | $5,202-66.1% | $3,740-52.8% |
| Admin fee / account holder | $399 | $6,751-94.1% | $13,984-97.1% | $5,306-92.5% |