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 | $71,302 | $109,413-34.8% | $156,263-54.4% | $84,808-15.9% |
| Participation rate | 75.9% | 72.7%+3.2pp | 78.9%-3.0pp | 68.3%+7.6pp |
| Annual return | 9.45% | 20.18%-10.7pp | 59.47%-50.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $2,972 | $2,907+2.2% | $4,333-31.4% | $2,631+12.9% |
| Participant deferral / active EE | $4,582 | $4,590-0.2% | $6,158-25.6% | $4,212+8.8% |
| Admin fee / account holder | $23,161 | $9,357+147.5% | $14,255+62.5% | $7,344+215.4% |