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 | $46,051 | $64,839-29.0% | $95,585-51.8% | $84,808-45.7% |
| Participation rate | 72.5% | 63.8%+8.7pp | 72.1%+0.5pp | 68.3%+4.2pp |
| Annual return | 11.31% | -670.96%+682.3pp | 38.56%-27.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $699 | $1,759-60.3% | $2,527-72.3% | $2,631-73.4% |
| Participant deferral / active EE | $4,242 | $2,965+43.1% | $4,023+5.4% | $4,212+0.7% |
| Admin fee / account holder | $8,182 | $5,964+37.2% | $6,127+33.5% | $7,344+11.4% |