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 | $59,752 | $109,881-45.6% | $150,045-60.2% | $84,808-29.5% |
| Participation rate | 84.4% | 76.1%+8.3pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 13.49% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,480 | $3,561-2.3% | $4,693-25.8% | $2,631+32.3% |
| Participant deferral / active EE | $5,980 | $6,636-9.9% | $7,997-25.2% | $4,212+42.0% |
| Admin fee / account holder | $10,124 | $8,568+18.2% | $13,435-24.6% | $7,344+37.9% |