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 | $32,916 | $102,317-67.8% | $146,958-77.6% | $80,856-59.3% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.2%+3.3pp | 67.6%+17.8pp |
| Annual return | 10.57% | 134.76%-124.2pp | 418.34%-407.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,396 | $3,713-35.5% | $4,933-51.4% | $2,755-13.0% |
| Participant deferral / active EE | $4,139 | $6,644-37.7% | $8,070-48.7% | $4,296-3.6% |
| Admin fee / account holder | $943 | $7,941-88.1% | $12,998-92.7% | $6,918-86.4% |