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 | $35,860 | $99,032-63.8% | $80,019-55.2% | $135,375-73.5% |
| Participation rate | 85.0% | 78.4%+6.6pp | 75.8%+9.2pp | 82.6%+2.4pp |
| Annual return | -9.17% | 15.39%-24.6pp | 11.22%-20.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $4,000 | $3,043+31.4% | $2,468+62.1% | $4,779-16.3% |
| Participant deferral / active EE | $2,940 | $4,282-31.3% | $3,686-20.2% | $5,609-47.6% |
| Admin fee / account holder | $435 | $10,436-95.8% | $6,521-93.3% | $10,827-96.0% |