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 5-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 | $23,353 | $117,841-80.2% | $102,423-77.2% | $145,922-84.0% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.6pp |
| Annual return | 6.83% | 31.65%-24.8pp | 29.32%-22.5pp | 561.29%-554.5pp |
| Employer contribution / active EE | $2,622 | $3,615-27.5% | $3,023-13.3% | $4,660-43.7% |
| Participant deferral / active EE | $6,806 | $5,731+18.8% | $5,053+34.7% | $6,688+1.8% |
| Admin fee / account holder | $19,055 | $13,326+43.0% | $9,451+101.6% | $13,397+42.2% |