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 | $65,125 | $86,286-24.5% | $111,297-41.5% | $85,850-24.1% |
| Participation rate | 81.5% | 73.3%+8.2pp | 77.3%+4.2pp | 69.3%+12.2pp |
| Annual return | 10.67% | 19.99%-9.3pp | 54.65%-44.0pp | 318.53%-307.9pp |
| Employer contribution / active EE | $4,805 | $2,043+135.2% | $2,731+75.9% | $2,565+87.3% |
| Participant deferral / active EE | $3,758 | $3,641+3.2% | $4,487-16.3% | $3,952-4.9% |
| Admin fee / account holder | $2,224 | $8,188-72.8% | $7,964-72.1% | $6,260-64.5% |