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 | $79,954 | $25,014+219.6% | $69,647+14.8% | $80,856-1.1% |
| Participation rate | 79.4% | 64.2%+15.1pp | 66.5%+12.9pp | 67.6%+11.7pp |
| Annual return | 11.13% | 19.07%-7.9pp | 100.48%-89.4pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,566 | $993+57.7% | $1,712-8.6% | $2,755-43.2% |
| Participant deferral / active EE | $4,785 | $1,839+160.2% | $2,886+65.8% | $4,296+11.4% |
| Admin fee / account holder | $4,426 | $2,488+77.9% | $4,713-6.1% | $6,918-36.0% |