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 | $49,427 | $98,750-49.9% | $149,696-67.0% | $79,858-38.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.84% | 27.43%-17.6pp | 276.60%-266.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,823 | $3,216-12.2% | $4,644-39.2% | $2,471+14.3% |
| Participant deferral / active EE | $4,426 | $5,680-22.1% | $6,842-35.3% | $3,740+18.3% |
| Admin fee / account holder | $842 | $6,053-86.1% | $9,309-91.0% | $5,306-84.1% |