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 | $28,053 | $74,888-62.5% | $71,209-60.6% | $142,382-80.3% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 12.53% | 345.14%-332.6pp | 282.51%-270.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,163 | $2,854+10.8% | $2,721+16.3% | $4,299-26.4% |
| Participant deferral / active EE | $9,315 | $4,454+109.1% | $4,175+123.1% | $6,507+43.2% |
| Admin fee / account holder | $10,716 | $5,568+92.4% | $5,349+100.3% | $12,624-15.1% |