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 | $102,762 | $72,277+42.2% | $101,248+1.5% | $79,858+28.7% |
| Participation rate | 82.8% | 68.5%+14.3pp | 75.8%+7.0pp | 69.6%+13.1pp |
| Annual return | 5.41% | 22.30%-16.9pp | 46.47%-41.1pp | 31.71%-26.3pp |
| Employer contribution / active EE | $3,277 | $2,692+21.7% | $3,660-10.5% | $2,471+32.6% |
| Participant deferral / active EE | $5,886 | $3,282+79.4% | $4,370+34.7% | $3,740+57.4% |
| Admin fee / account holder | $983 | $4,400-77.7% | $5,945-83.5% | $5,306-81.5% |