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 | $23,668 | $77,813-69.6% | $123,544-80.8% | $64,186-63.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.44% | 12.48%-20.9pp | 119.20%-127.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $5,956 | $3,014+97.6% | $4,628+28.7% | $2,381+150.2% |
| Participant deferral / active EE | $7,507 | $5,240+43.3% | $6,426+16.8% | $3,470+116.4% |
| Admin fee / account holder | $2,090 | $5,519-62.1% | $9,284-77.5% | $4,888-57.2% |