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 | $43,473 | $91,538-52.5% | $129,995-66.6% | $75,163-42.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 11.17% | -631.11%+642.3pp | -137.18%+148.4pp | 160.62%-149.4pp |
| Employer contribution / active EE | $2,355 | $2,845-17.2% | $4,320-45.5% | $2,670-11.8% |
| Participant deferral / active EE | $2,748 | $4,341-36.7% | $5,820-52.8% | $4,125-33.4% |
| Admin fee / account holder | $4,465 | $6,790-34.2% | $10,614-57.9% | $5,651-21.0% |