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 | $82,199 | $117,983-30.3% | $101,794-19.2% | $142,382-42.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.19% | 36.92%-29.7pp | 30.53%-23.3pp | 217.08%-209.9pp |
| Employer contribution / active EE | $3,199 | $2,773+15.4% | $2,289+39.8% | $4,299-25.6% |
| Participant deferral / active EE | $2,118 | $4,714-55.1% | $4,084-48.1% | $6,507-67.4% |
| Admin fee / account holder | $3,153 | $10,433-69.8% | $8,777-64.1% | $12,624-75.0% |