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 | $63,926 | $72,012-11.2% | $185,823-65.6% | $79,858-20.0% |
| Participation rate | 96.1% | 65.8%+30.3pp | 78.0%+18.0pp | 69.6%+26.4pp |
| Annual return | 8.32% | 23.12%-14.8pp | 35.95%-27.6pp | 31.71%-23.4pp |
| Employer contribution / active EE | $2,997 | $1,965+52.6% | $4,087-26.7% | $2,471+21.3% |
| Participant deferral / active EE | $5,077 | $3,779+34.4% | $5,632-9.8% | $3,740+35.8% |
| Admin fee / account holder | $11,666 | $4,513+158.5% | $9,500+22.8% | $5,306+119.9% |