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 | $82,127 | $189,613-56.7% | $167,512-51.0% | $142,382-42.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 7.17% | 2024.68%-2017.5pp | 1615.79%-1608.6pp | 217.08%-209.9pp |
| Employer contribution / active EE | $1,998 | $4,349-54.1% | $3,882-48.5% | $4,299-53.5% |
| Participant deferral / active EE | $2,781 | $6,981-60.2% | $6,405-56.6% | $6,507-57.3% |
| Admin fee / account holder | $6,237 | $10,528-40.8% | $9,769-36.2% | $12,624-50.6% |