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 | $30,073 | $72,277-58.4% | $101,248-70.3% | $79,858-62.3% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 10.17% | 22.30%-12.1pp | 46.47%-36.3pp | 31.71%-21.5pp |
| Employer contribution / active EE | $773 | $2,692-71.3% | $3,660-78.9% | $2,471-68.7% |
| Participant deferral / active EE | $1,804 | $3,282-45.0% | $4,370-58.7% | $3,740-51.8% |
| Admin fee / account holder | $580 | $4,400-86.8% | $5,945-90.2% | $5,306-89.1% |