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 | $42,221 | $165,335-74.5% | $149,696-71.8% | $158,922-73.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.39% | 348.15%-344.8pp | 276.60%-273.2pp | 302.83%-299.4pp |
| Employer contribution / active EE | $1,073 | $5,103-79.0% | $4,644-76.9% | $4,761-77.5% |
| Participant deferral / active EE | $8,568 | $7,181+19.3% | $6,842+25.2% | $5,982+43.2% |
| Admin fee / account holder | $319 | $10,807-97.1% | $9,309-96.6% | $11,246-97.2% |