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 | $51,190 | $74,888-31.6% | $71,209-28.1% | $142,382-64.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.71% | 345.14%-333.4pp | 282.51%-270.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $3,339 | $2,854+17.0% | $2,721+22.7% | $4,299-22.3% |
| Participant deferral / active EE | $3,049 | $4,454-31.6% | $4,175-27.0% | $6,507-53.2% |
| Admin fee / account holder | $1,697 | $5,568-69.5% | $5,349-68.3% | $12,624-86.6% |