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 8-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 | $48,325 | $50,958-5.2% | $74,550-35.2% | $64,186-24.7% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -39.20% | -1.86%-37.3pp | 32.53%-71.7pp | 7.63%-46.8pp |
| Employer contribution / active EE | $1,690 | $1,115+51.6% | $1,961-13.8% | $2,381-29.0% |
| Participant deferral / active EE | $2,539 | $2,301+10.3% | $3,108-18.3% | $3,470-26.8% |
| Admin fee / account holder | $534 | $4,223-87.4% | $5,060-89.4% | $4,888-89.1% |