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 | $66,861 | $80,753-17.2% | $136,294-50.9% | $62,292+7.3% |
| Participation rate | 71.3% | 73.5%-2.2pp | 81.9%-10.6pp | 69.5%+1.8pp |
| Annual return | 14.31% | 35.83%-21.5pp | 5155.94%-5141.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $2,880 | $2,884-0.1% | $4,695-38.7% | $2,042+41.0% |
| Participant deferral / active EE | $4,187 | $5,164-18.9% | $6,247-33.0% | $3,169+32.1% |
| Admin fee / account holder | $3,117 | $525+493.3% | $9,243-66.3% | $479+550.4% |