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 | $58,427 | $99,341-41.2% | $84,750-31.1% | $273,961-78.7% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | -7.71% | 22.93%-30.6pp | 22.78%-30.5pp | 41.45%-49.2pp |
| Employer contribution / active EE | $641 | $4,214-84.8% | $3,574-82.1% | $4,869-86.8% |
| Participant deferral / active EE | $3,643 | $4,269-14.7% | $3,712-1.9% | $5,287-31.1% |
| Admin fee / account holder | $2,365 | $6,644-64.4% | $5,332-55.6% | $10,132-76.7% |