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 | $53,451 | $78,422-31.8% | $95,952-44.3% | $79,858-33.1% |
| Participation rate | 82.8% | 73.5%+9.3pp | 77.1%+5.7pp | 69.6%+13.1pp |
| Annual return | 0.74% | 19.37%-18.6pp | 91.61%-90.9pp | 31.71%-31.0pp |
| Employer contribution / active EE | $2,202 | $1,945+13.2% | $2,541-13.3% | $2,471-10.9% |
| Participant deferral / active EE | $2,596 | $3,440-24.5% | $4,167-37.7% | $3,740-30.6% |
| Admin fee / account holder | $979 | $5,622-82.6% | $6,795-85.6% | $5,306-81.6% |