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 | $48,815 | $127,386-61.7% | $115,037-57.6% | $125,391-61.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -3.47% | 31.28%-34.8pp | 26.14%-29.6pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,371 | $5,166-73.5% | $4,608-70.3% | $4,866-71.8% |
| Participant deferral / active EE | $9,171 | $6,423+42.8% | $6,026+52.2% | $5,352+71.4% |
| Admin fee / account holder | $1,437 | $9,516-84.9% | $8,175-82.4% | $9,540-84.9% |