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 | $25,880 | $92,222-71.9% | $76,768-66.3% | $135,375-80.9% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -10.32% | 5.46%-15.8pp | 2.43%-12.8pp | 519.73%-530.1pp |
| Employer contribution / active EE | $4,898 | $3,216+52.3% | $2,485+97.1% | $4,779+2.5% |
| Participant deferral / active EE | $6,382 | $4,509+41.6% | $3,852+65.7% | $5,609+13.8% |
| Admin fee / account holder | $2,712 | $10,748-74.8% | $6,675-59.4% | $10,827-75.0% |