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 6-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 | $41,072 | $95,266-56.9% | $82,389-50.1% | $142,382-71.2% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.5%+12.3pp | 80.1%+1.7pp |
| Annual return | 9.04% | 25.74%-16.7pp | 28.67%-19.6pp | 217.08%-208.0pp |
| Employer contribution / active EE | $3,433 | $2,991+14.8% | $2,517+36.4% | $4,299-20.1% |
| Participant deferral / active EE | $8,719 | $4,809+81.3% | $4,155+109.9% | $6,507+34.0% |
| Admin fee / account holder | $3,442 | $8,563-59.8% | $7,231-52.4% | $12,624-72.7% |