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 | $37,247 | $72,400-48.6% | $67,502-44.8% | $145,922-74.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 4.57% | 7182.46%-7177.9pp | 3512.12%-3507.6pp | 561.29%-556.7pp |
| Employer contribution / active EE | $3,906 | $3,069+27.2% | $2,731+43.0% | $4,660-16.2% |
| Participant deferral / active EE | $4,729 | $4,783-1.1% | $4,000+18.2% | $6,688-29.3% |
| Admin fee / account holder | $18,142 | $5,539+227.5% | $3,998+353.8% | $13,397+35.4% |