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 | $35,252 | $89,355-60.5% | $141,162-75.0% | $72,985-51.7% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.8pp | 69.5%+17.7pp |
| Annual return | 16.23% | 111.85%-95.6pp | 71.39%-55.2pp | 81.00%-64.8pp |
| Employer contribution / active EE | $2,643 | $3,114-15.1% | $4,735-44.2% | $2,440+8.3% |
| Participant deferral / active EE | $5,091 | $5,418-6.0% | $6,709-24.1% | $3,607+41.1% |
| Admin fee / account holder | $2,725 | $5,958-54.3% | $10,261-73.4% | $5,124-46.8% |