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 | $101,573 | $73,933+37.4% | $96,683+5.1% | $75,163+35.1% |
| Participation rate | 95.5% | 66.4%+29.0pp | 74.3%+21.1pp | 67.2%+28.3pp |
| Annual return | 12.13% | 26.70%-14.6pp | 35.69%-23.6pp | 160.62%-148.5pp |
| Employer contribution / active EE | $3,234 | $2,928+10.5% | $3,737-13.5% | $2,670+21.1% |
| Participant deferral / active EE | $7,332 | $3,659+100.4% | $4,878+50.3% | $4,125+77.7% |
| Admin fee / account holder | $1,266 | $5,216-75.7% | $6,730-81.2% | $5,651-77.6% |