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 | $86,918 | $63,764+36.3% | $81,930+6.1% | $79,858+8.8% |
| Participation rate | 89.2% | 67.5%+21.7pp | 72.0%+17.2pp | 69.6%+19.6pp |
| Annual return | 8.27% | 22.66%-14.4pp | 29.49%-21.2pp | 31.71%-23.4pp |
| Employer contribution / active EE | $4,935 | $1,795+174.9% | $4,310+14.5% | $2,471+99.7% |
| Participant deferral / active EE | $2,050 | $2,780-26.3% | $7,107-71.2% | $3,740-45.2% |
| Admin fee / account holder | $3,771 | $4,426-14.8% | $5,158-26.9% | $5,306-28.9% |