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 | $46,528 | $76,367-39.1% | $93,606-50.3% | $72,985-36.2% |
| Participation rate | 83.1% | 71.7%+11.4pp | 75.8%+7.3pp | 69.5%+13.6pp |
| Annual return | 1.64% | 25.82%-24.2pp | 32.76%-31.1pp | 81.00%-79.4pp |
| Employer contribution / active EE | $438 | $2,275-80.7% | $2,718-83.9% | $2,440-82.0% |
| Participant deferral / active EE | $2,480 | $3,538-29.9% | $4,069-39.1% | $3,607-31.3% |
| Admin fee / account holder | $2,793 | $6,838-59.2% | $7,888-64.6% | $5,124-45.5% |