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 | $104,463 | $58,512+78.5% | $84,015+24.3% | $72,985+43.1% |
| Participation rate | 95.6% | 61.2%+34.3pp | 69.0%+26.5pp | 69.5%+26.1pp |
| Annual return | 0.84% | 28.93%-28.1pp | 71.31%-70.5pp | 81.00%-80.2pp |
| Employer contribution / active EE | $3,289 | $1,163+182.8% | $1,983+65.8% | $2,440+34.8% |
| Participant deferral / active EE | $3,211 | $2,394+34.1% | $3,239-0.9% | $3,607-11.0% |
| Admin fee / account holder | $6,998 | $4,569+53.2% | $6,101+14.7% | $5,124+36.6% |