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 | $71,598 | $109,413-34.6% | $156,263-54.2% | $84,808-15.6% |
| Participation rate | 94.4% | 72.7%+21.7pp | 78.9%+15.5pp | 68.3%+26.1pp |
| Annual return | 4.34% | 20.18%-15.8pp | 59.47%-55.1pp | 40.90%-36.6pp |
| Employer contribution / active EE | $1,979 | $2,907-31.9% | $4,333-54.3% | $2,631-24.8% |
| Participant deferral / active EE | $5,049 | $4,590+10.0% | $6,158-18.0% | $4,212+19.9% |
| Admin fee / account holder | $1,259 | $9,357-86.5% | $14,255-91.2% | $7,344-82.9% |