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 | $68,238 | $91,552-25.5% | $133,956-49.1% | $79,858-14.6% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | 4.57% | 61.85%-57.3pp | 45.09%-40.5pp | 31.71%-27.1pp |
| Employer contribution / active EE | $1,330 | $2,384-44.2% | $3,919-66.1% | $2,471-46.2% |
| Participant deferral / active EE | $1,813 | $3,733-51.4% | $5,048-64.1% | $3,740-51.5% |
| Admin fee / account holder | $525 | $6,321-91.7% | $8,927-94.1% | $5,306-90.1% |