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 | $58,870 | $80,717-27.1% | $154,803-62.0% | $84,808-30.6% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 11.63% | 37.96%-26.3pp | 58.88%-47.2pp | 40.90%-29.3pp |
| Employer contribution / active EE | $552 | $2,761-80.0% | $4,305-87.2% | $2,631-79.0% |
| Participant deferral / active EE | $3,768 | $3,303+14.1% | $5,540-32.0% | $4,212-10.5% |
| Admin fee / account holder | $1,077 | $6,746-84.0% | $14,329-92.5% | $7,344-85.3% |