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 | $118,395 | $87,733+34.9% | $106,548+11.1% | $85,850+37.9% |
| Participation rate | 91.4% | 71.9%+19.5pp | 76.1%+15.3pp | 69.3%+22.1pp |
| Annual return | 10.65% | 21.86%-11.2pp | 26.80%-16.2pp | 318.53%-307.9pp |
| Employer contribution / active EE | $914 | $2,073-55.9% | $2,819-67.6% | $2,565-64.4% |
| Participant deferral / active EE | $3,141 | $3,469-9.5% | $4,398-28.6% | $3,952-20.5% |
| Admin fee / account holder | $3,891 | $6,767-42.5% | $7,407-47.5% | $6,260-37.8% |