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 9-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 | $102,187 | $68,547+49.1% | $120,354-15.1% | $80,856+26.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 8.76% | 23.60%-14.8pp | 107.15%-98.4pp | 35.59%-26.8pp |
| Employer contribution / active EE | $12,222 | $2,051+495.8% | $3,463+253.0% | $2,755+343.7% |
| Participant deferral / active EE | $5,936 | $3,173+87.1% | $4,991+18.9% | $4,296+38.2% |
| Admin fee / account holder | $64,517 | $5,732+1025.6% | $9,423+584.7% | $6,918+832.6% |