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 | $193,431 | $109,413+76.8% | $156,263+23.8% | $84,808+128.1% |
| Participation rate | 70.0% | 72.7%-2.7pp | 78.9%-8.9pp | 68.3%+1.7pp |
| Annual return | 10.97% | 20.18%-9.2pp | 59.47%-48.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,427 | $2,907-16.5% | $4,333-44.0% | $2,631-7.8% |
| Participant deferral / active EE | $7,224 | $4,590+57.4% | $6,158+17.3% | $4,212+71.5% |
| Admin fee / account holder | $1,129 | $9,357-87.9% | $14,255-92.1% | $7,344-84.6% |