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 | $68,869 | $80,673-14.6% | $101,326-32.0% | $84,808-18.8% |
| Participation rate | 89.7% | 77.8%+12.0pp | 81.5%+8.2pp | 68.3%+21.4pp |
| Annual return | 11.92% | 38.95%-27.0pp | 36.82%-24.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,369 | $2,698-12.2% | $3,665-35.4% | $2,631-9.9% |
| Participant deferral / active EE | $5,205 | $6,840-23.9% | $7,994-34.9% | $4,212+23.6% |
| Admin fee / account holder | $10,511 | $12,784-17.8% | $11,185-6.0% | $7,344+43.1% |