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 | $182,690 | $101,724+79.6% | $164,813+10.8% | $80,856+125.9% |
| Participation rate | 74.2% | 71.8%+2.4pp | 78.6%-4.4pp | 67.6%+6.6pp |
| Annual return | 8.75% | 16.72%-8.0pp | 69.93%-61.2pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,496 | $2,953-49.3% | $4,341-65.5% | $2,755-45.7% |
| Participant deferral / active EE | $7,176 | $4,477+60.3% | $6,031+19.0% | $4,296+67.0% |
| Admin fee / account holder | $4,505 | $8,227-45.2% | $12,690-64.5% | $6,918-34.9% |