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 | $75,132 | $101,724-26.1% | $164,813-54.4% | $80,856-7.1% |
| Participation rate | 90.7% | 71.8%+18.9pp | 78.6%+12.1pp | 67.6%+23.1pp |
| Annual return | 10.45% | 16.72%-6.3pp | 69.93%-59.5pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,835 | $2,953+29.9% | $4,341-11.6% | $2,755+39.2% |
| Participant deferral / active EE | $8,633 | $4,477+92.8% | $6,031+43.1% | $4,296+101.0% |
| Admin fee / account holder | $18,660 | $8,227+126.8% | $12,690+47.0% | $6,918+169.7% |