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 8-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 | $84,285 | $74,927+12.5% | $101,794-17.2% | $84,808-0.6% |
| Participation rate | 96.2% | 61.4%+34.8pp | 69.2%+27.0pp | 68.3%+27.8pp |
| Annual return | 11.99% | 18.70%-6.7pp | 30.53%-18.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $3,513 | $1,522+130.9% | $2,289+53.5% | $2,631+33.5% |
| Participant deferral / active EE | $2,252 | $3,099-27.3% | $4,084-44.9% | $4,212-46.5% |
| Admin fee / account holder | $3,731 | $6,514-42.7% | $8,777-57.5% | $7,344-49.2% |