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 | $43,429 | $165,335-73.7% | $149,696-71.0% | $158,922-72.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -6.32% | 348.15%-354.5pp | 276.60%-282.9pp | 302.83%-309.1pp |
| Employer contribution / active EE | $3,727 | $5,103-27.0% | $4,644-19.8% | $4,761-21.7% |
| Participant deferral / active EE | $3,900 | $7,181-45.7% | $6,842-43.0% | $5,982-34.8% |
| Admin fee / account holder | $10,036 | $10,807-7.1% | $9,309+7.8% | $11,246-10.8% |