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 | $148,740 | $80,673+84.4% | $101,326+46.8% | $84,808+75.4% |
| Participation rate | 94.1% | 77.8%+16.3pp | 81.5%+12.6pp | 68.3%+25.8pp |
| Annual return | 13.15% | 38.95%-25.8pp | 36.82%-23.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,962 | $2,698-27.3% | $3,665-46.5% | $2,631-25.4% |
| Participant deferral / active EE | $6,248 | $6,840-8.7% | $7,994-21.8% | $4,212+48.3% |
| Admin fee / account holder | $15,290 | $12,784+19.6% | $11,185+36.7% | $7,344+108.2% |