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 | $58,491 | $99,032-40.9% | $80,019-26.9% | $135,375-56.8% |
| Participation rate | 77.8% | 78.4%-0.6pp | 75.8%+1.9pp | 82.6%-4.9pp |
| Annual return | -10.70% | 15.39%-26.1pp | 11.22%-21.9pp | 519.73%-530.4pp |
| Employer contribution / active EE | $2,738 | $3,043-10.0% | $2,468+10.9% | $4,779-42.7% |
| Participant deferral / active EE | $7,234 | $4,282+68.9% | $3,686+96.3% | $5,609+29.0% |
| Admin fee / account holder | $2,736 | $10,436-73.8% | $6,521-58.0% | $10,827-74.7% |