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 | $28,808 | $77,314-62.7% | $177,989-83.8% | $80,856-64.4% |
| Participation rate | 88.9% | 65.7%+23.2pp | 77.1%+11.8pp | 67.6%+21.3pp |
| Annual return | 7.66% | 18.09%-10.4pp | 294.48%-286.8pp | 35.59%-27.9pp |
| Employer contribution / active EE | $2,134 | $2,292-6.9% | $3,949-46.0% | $2,755-22.5% |
| Participant deferral / active EE | $4,732 | $4,411+7.3% | $6,276-24.6% | $4,296+10.2% |
| Admin fee / account holder | $7,254 | $7,191+0.9% | $10,363-30.0% | $6,918+4.9% |