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 | $145,611 | $80,968+79.8% | $96,544+50.8% | $75,163+93.7% |
| Participation rate | 85.3% | 71.8%+13.5pp | 76.0%+9.3pp | 67.2%+18.1pp |
| Annual return | 7.58% | 27.06%-19.5pp | 25.84%-18.3pp | 160.62%-153.0pp |
| Employer contribution / active EE | $1,644 | $2,282-28.0% | $2,965-44.6% | $2,670-38.4% |
| Participant deferral / active EE | $6,350 | $3,928+61.6% | $4,851+30.9% | $4,125+53.9% |
| Admin fee / account holder | $3,364 | $6,724-50.0% | $8,252-59.2% | $5,651-40.5% |