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 | $142,684 | $80,717+76.8% | $154,803-7.8% | $84,808+68.2% |
| Participation rate | 71.9% | 66.8%+5.1pp | 78.1%-6.2pp | 68.3%+3.6pp |
| Annual return | 10.78% | 37.96%-27.2pp | 58.88%-48.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,159 | $2,761-58.0% | $4,305-73.1% | $2,631-55.9% |
| Participant deferral / active EE | $4,620 | $3,303+39.9% | $5,540-16.6% | $4,212+9.7% |
| Admin fee / account holder | $19,935 | $6,746+195.5% | $14,329+39.1% | $7,344+171.5% |