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 | $156,435 | $74,927+108.8% | $101,794+53.7% | $84,808+84.5% |
| Participation rate | 72.0% | 61.4%+10.6pp | 69.2%+2.8pp | 68.3%+3.7pp |
| Annual return | 11.28% | 18.70%-7.4pp | 30.53%-19.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,447 | $1,522+60.8% | $2,289+6.9% | $2,631-7.0% |
| Participant deferral / active EE | $6,970 | $3,099+124.9% | $4,084+70.7% | $4,212+65.5% |
| Admin fee / account holder | $20,020 | $6,514+207.3% | $8,777+128.1% | $7,344+172.6% |