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 | $38,922 | $78,705-50.5% | $117,854-67.0% | $70,131-44.5% |
| Participation rate | 97.1% | 73.2%+23.9pp | 79.7%+17.4pp | 69.5%+27.5pp |
| Annual return | 11.90% | 23.30%-11.4pp | 335.08%-323.2pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,396 | $2,223-37.2% | $3,786-63.1% | $2,342-40.4% |
| Participant deferral / active EE | $1,601 | $3,297-51.4% | $4,482-64.3% | $3,332-51.9% |
| Admin fee / account holder | $740 | $5,065-85.4% | $8,020-90.8% | $4,645-84.1% |