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 | $61,417 | $81,248-24.4% | $155,509-60.5% | $80,856-24.0% |
| Participation rate | 92.0% | 66.2%+25.8pp | 78.2%+13.8pp | 67.6%+24.4pp |
| Annual return | 8.96% | 33.31%-24.3pp | 64.67%-55.7pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,336 | $3,100-24.6% | $4,672-50.0% | $2,755-15.2% |
| Participant deferral / active EE | $3,403 | $3,452-1.4% | $5,626-39.5% | $4,296-20.8% |
| Admin fee / account holder | $3,504 | $7,997-56.2% | $15,912-78.0% | $6,918-49.4% |