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 | $105,063 | $95,803+9.7% | $113,168-7.2% | $84,808+23.9% |
| Participation rate | 95.6% | 72.9%+22.7pp | 76.6%+19.0pp | 68.3%+27.2pp |
| Annual return | 11.60% | 25.00%-13.4pp | 24.27%-12.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,498 | $2,360+5.8% | $2,975-16.0% | $2,631-5.1% |
| Participant deferral / active EE | $9,990 | $4,242+135.5% | $5,107+95.6% | $4,212+137.2% |
| Admin fee / account holder | $30,953 | $8,989+244.4% | $12,068+156.5% | $7,344+321.5% |