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 | $55,708 | $95,193-41.5% | $76,523-27.2% | $135,375-58.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -12.54% | 4.85%-17.4pp | -0.27%-12.3pp | 519.73%-532.3pp |
| Employer contribution / active EE | $10,490 | $3,302+217.6% | $2,647+296.3% | $4,779+119.5% |
| Participant deferral / active EE | $7,280 | $4,639+56.9% | $3,835+89.8% | $5,609+29.8% |
| Admin fee / account holder | $2,400 | $6,249-61.6% | $4,848-50.5% | $10,827-77.8% |