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 | $53,647 | $87,013-38.3% | $106,213-49.5% | $80,856-33.7% |
| Participation rate | 72.2% | 70.4%+1.8pp | 75.3%-3.1pp | 67.6%+4.6pp |
| Annual return | 8.87% | 17.05%-8.2pp | 116.14%-107.3pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,377 | $2,395-42.5% | $3,171-56.6% | $2,755-50.0% |
| Participant deferral / active EE | $2,442 | $3,986-38.7% | $5,016-51.3% | $4,296-43.2% |
| Admin fee / account holder | $1,539 | $8,431-81.7% | $11,033-86.1% | $6,918-77.8% |