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 | $51,454 | $64,839-20.6% | $95,585-46.2% | $84,808-39.3% |
| Participation rate | 97.4% | 63.8%+33.6pp | 72.1%+25.4pp | 68.3%+29.1pp |
| Annual return | 4.85% | -670.96%+675.8pp | 38.56%-33.7pp | 40.90%-36.0pp |
| Employer contribution / active EE | $2,263 | $1,759+28.7% | $2,527-10.4% | $2,631-14.0% |
| Participant deferral / active EE | $2,722 | $2,965-8.2% | $4,023-32.3% | $4,212-35.4% |
| Admin fee / account holder | $2,722 | $5,964-54.4% | $6,127-55.6% | $7,344-62.9% |