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 | $73,548 | $117,381-37.3% | $99,443-26.0% | $152,861-51.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 1.97% | 31.87%-29.9pp | 30.72%-28.7pp | 345.32%-343.3pp |
| Employer contribution / active EE | $6,165 | $3,013+104.6% | $2,540+142.7% | $4,762+29.5% |
| Participant deferral / active EE | $1,567 | $4,086-61.7% | $3,619-56.7% | $5,850-73.2% |
| Admin fee / account holder | $1,052 | $7,631-86.2% | $6,250-83.2% | $11,596-90.9% |