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 | $69,883 | $87,013-19.7% | $106,213-34.2% | $80,856-13.6% |
| Participation rate | 87.1% | 70.4%+16.7pp | 75.3%+11.8pp | 67.6%+19.5pp |
| Annual return | 10.02% | 17.05%-7.0pp | 116.14%-106.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,347 | $2,395-43.8% | $3,171-57.5% | $2,755-51.1% |
| Participant deferral / active EE | $4,754 | $3,986+19.3% | $5,016-5.2% | $4,296+10.7% |
| Admin fee / account holder | $9,595 | $8,431+13.8% | $11,033-13.0% | $6,918+38.7% |