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 | $207,030 | $101,724+103.5% | $164,813+25.6% | $80,856+156.0% |
| Participation rate | 96.0% | 71.8%+24.2pp | 78.6%+17.4pp | 67.6%+28.4pp |
| Annual return | 5.01% | 16.72%-11.7pp | 69.93%-64.9pp | 35.59%-30.6pp |
| Employer contribution / active EE | $2,737 | $2,953-7.3% | $4,341-37.0% | $2,755-0.7% |
| Participant deferral / active EE | $5,025 | $4,477+12.2% | $6,031-16.7% | $4,296+17.0% |
| Admin fee / account holder | $3,681 | $8,227-55.3% | $12,690-71.0% | $6,918-46.8% |