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 | $109,252 | $74,927+45.8% | $101,794+7.3% | $84,808+28.8% |
| Participation rate | 90.3% | 61.4%+28.9pp | 69.2%+21.1pp | 68.3%+22.0pp |
| Annual return | 12.48% | 18.70%-6.2pp | 30.53%-18.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $717 | $1,522-52.9% | $2,289-68.7% | $2,631-72.7% |
| Participant deferral / active EE | $5,775 | $3,099+86.3% | $4,084+41.4% | $4,212+37.1% |
| Admin fee / account holder | $3,546 | $6,514-45.6% | $8,777-59.6% | $7,344-51.7% |