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 | $42,486 | $80,717-47.4% | $154,803-72.6% | $84,808-49.9% |
| Participation rate | 74.7% | 66.8%+7.9pp | 78.1%-3.4pp | 68.3%+6.4pp |
| Annual return | 10.74% | 37.96%-27.2pp | 58.88%-48.1pp | 40.90%-30.2pp |
| Employer contribution / active EE | $2,415 | $2,761-12.5% | $4,305-43.9% | $2,631-8.2% |
| Participant deferral / active EE | $2,968 | $3,303-10.1% | $5,540-46.4% | $4,212-29.5% |
| Admin fee / account holder | $577 | $6,746-91.4% | $14,329-96.0% | $7,344-92.1% |