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 | $31,466 | $76,000-58.6% | $154,107-79.6% | $64,186-51.0% |
| Participation rate | 90.3% | 70.4%+19.9pp | 83.0%+7.3pp | 69.6%+20.8pp |
| Annual return | -8.17% | 30.32%-38.5pp | 735.12%-743.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,798 | $3,351-46.3% | $5,298-66.1% | $2,381-24.5% |
| Participant deferral / active EE | $5,293 | $3,175+66.7% | $5,081+4.2% | $3,470+52.6% |
| Admin fee / account holder | $307 | $5,596-94.5% | $13,411-97.7% | $4,888-93.7% |