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 | $88,402 | $66,402+33.1% | $109,895-19.6% | $85,850+3.0% |
| Participation rate | 89.7% | 63.9%+25.8pp | 74.2%+15.4pp | 69.3%+20.3pp |
| Annual return | 9.43% | 19.59%-10.2pp | 29.45%-20.0pp | 318.53%-309.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,758 | $2,842-3.0% | $4,048-31.9% | $3,952-30.2% |
| Admin fee / account holder | $1,735 | $4,557-61.9% | $6,066-71.4% | $6,260-72.3% |