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 | $120,075 | $45,863+161.8% | $77,024+55.9% | $68,494+75.3% |
| Participation rate | 71.9% | 55.9%+16.0pp | 67.9%+4.0pp | 67.9%+4.0pp |
| Annual return | -21.03% | 1.72%-22.7pp | 42.32%-63.3pp | -7.84%-13.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,032 | $2,962+69.9% | $4,426+13.7% | $4,027+25.0% |
| Admin fee / account holder | $3,144 | $3,041+3.4% | $5,425-42.1% | $5,403-41.8% |