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 9-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 | $139,868 | $181,894-23.1% | $156,549-10.7% | $273,961-48.9% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 2.55% | 30.74%-28.2pp | 32.23%-29.7pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,867 | $6,248-70.1% | $5,501-66.1% | $4,869-61.6% |
| Participant deferral / active EE | $7,047 | $5,550+27.0% | $4,871+44.7% | $5,287+33.3% |
| Admin fee / account holder | $8,924 | $15,559-42.6% | $13,027-31.5% | $10,132-11.9% |