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 | $204,606 | $148,978+37.3% | $200,582+2.0% | $84,808+141.3% |
| Participation rate | 90.0% | 84.2%+5.8pp | 86.9%+3.1pp | 68.3%+21.7pp |
| Annual return | 6.24% | 28.16%-21.9pp | 42.33%-36.1pp | 40.90%-34.7pp |
| Employer contribution / active EE | $6,880 | $4,815+42.9% | $6,419+7.2% | $2,631+161.5% |
| Participant deferral / active EE | $8,470 | $7,142+18.6% | $9,331-9.2% | $4,212+101.1% |
| Admin fee / account holder | $94,254 | $13,977+574.3% | $16,305+478.1% | $7,344+1183.5% |