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 6-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 | $95,818 | $152,587-37.2% | $125,175-23.5% | $152,861-37.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 5.21% | 54.84%-49.6pp | 43.79%-38.6pp | 345.32%-340.1pp |
| Employer contribution / active EE | $1,013 | $4,946-79.5% | $3,865-73.8% | $4,762-78.7% |
| Participant deferral / active EE | $3,479 | $5,868-40.7% | $4,937-29.5% | $5,850-40.5% |
| Admin fee / account holder | $75,678 | $13,434+463.3% | $9,702+680.0% | $11,596+552.6% |