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 | $83,958 | $209,411-59.9% | $178,490-53.0% | $158,922-47.2% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | -2.73% | 188.75%-191.5pp | 151.07%-153.8pp | 302.83%-305.6pp |
| Employer contribution / active EE | $2,198 | $5,706-61.5% | $5,011-56.1% | $4,761-53.8% |
| Participant deferral / active EE | $5,219 | $5,954-12.3% | $5,202+0.3% | $5,982-12.8% |
| Admin fee / account holder | $912 | $17,074-94.7% | $13,984-93.5% | $11,246-91.9% |