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 | $100,009 | $84,233+18.7% | $170,442-41.3% | $70,131+42.6% |
| Participation rate | 75.0% | 70.8%+4.2pp | 83.6%-8.6pp | 69.5%+5.5pp |
| Annual return | 11.99% | 23.06%-11.1pp | 205.93%-193.9pp | 73.14%-61.2pp |
| Employer contribution / active EE | $2,073 | $3,387-38.8% | $5,433-61.8% | $2,342-11.5% |
| Participant deferral / active EE | $4,678 | $3,086+51.6% | $4,939-5.3% | $3,332+40.4% |
| Admin fee / account holder | $6,055 | $5,698+6.3% | $13,880-56.4% | $4,645+30.3% |