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 | $96,865 | $185,822-47.9% | $169,993-43.0% | $139,434-30.5% |
| Participation rate | 82.4% | 87.8%-5.4pp | 87.0%-4.6pp | 80.3%+2.0pp |
| Annual return | 6.24% | 60.50%-54.3pp | 53.37%-47.1pp | 372.94%-366.7pp |
| Employer contribution / active EE | $3,363 | $7,590-55.7% | $6,785-50.4% | $4,751-29.2% |
| Participant deferral / active EE | $7,136 | $11,622-38.6% | $10,408-31.4% | $6,710+6.3% |
| Admin fee / account holder | $10,695 | $15,381-30.5% | $12,815-16.5% | $11,403-6.2% |