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 | $61,397 | $109,413-43.9% | $156,263-60.7% | $84,808-27.6% |
| Participation rate | 83.6% | 72.7%+10.9pp | 78.9%+4.7pp | 68.3%+15.3pp |
| Annual return | 10.55% | 20.18%-9.6pp | 59.47%-48.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,306 | $2,907-55.1% | $4,333-69.9% | $2,631-50.4% |
| Participant deferral / active EE | $4,770 | $4,590+3.9% | $6,158-22.6% | $4,212+13.2% |
| Admin fee / account holder | $15,292 | $9,357+63.4% | $14,255+7.3% | $7,344+108.2% |