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 | $144,194 | $60,022+140.2% | $88,946+62.1% | $84,808+70.0% |
| Participation rate | 91.2% | 57.8%+33.3pp | 68.8%+22.3pp | 68.3%+22.9pp |
| Annual return | 13.26% | 22.43%-9.2pp | 57.82%-44.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,421 | $1,703+42.2% | $2,555-5.2% | $2,631-8.0% |
| Participant deferral / active EE | $4,424 | $3,114+42.1% | $4,581-3.4% | $4,212+5.0% |
| Admin fee / account holder | $914 | $4,811-81.0% | $8,261-88.9% | $7,344-87.6% |