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 | $47,901 | $95,803-50.0% | $113,168-57.7% | $84,808-43.5% |
| Participation rate | 97.0% | 72.9%+24.1pp | 76.6%+20.4pp | 68.3%+28.7pp |
| Annual return | 10.72% | 25.00%-14.3pp | 24.27%-13.5pp | 40.90%-30.2pp |
| Employer contribution / active EE | $729 | $2,360-69.1% | $2,975-75.5% | $2,631-72.3% |
| Participant deferral / active EE | $4,100 | $4,242-3.4% | $5,107-19.7% | $4,212-2.7% |
| Admin fee / account holder | $8,332 | $8,989-7.3% | $12,068-31.0% | $7,344+13.5% |