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 | $48,176 | $183,519-73.7% | $155,509-69.0% | $145,922-67.0% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 6.68% | 61.17%-54.5pp | 64.67%-58.0pp | 561.29%-554.6pp |
| Employer contribution / active EE | $1,076 | $5,313-79.7% | $4,672-77.0% | $4,660-76.9% |
| Participant deferral / active EE | $2,004 | $6,462-69.0% | $5,626-64.4% | $6,688-70.0% |
| Admin fee / account holder | $820 | $19,313-95.8% | $15,912-94.8% | $13,397-93.9% |