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 | $21,342 | $43,723-51.2% | $121,196-82.4% | $64,186-66.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -9.12% | 68.91%-78.0pp | 16.93%-26.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $3,115 | $1,296+140.3% | $4,022-22.6% | $2,381+30.8% |
| Participant deferral / active EE | $3,735 | $2,280+63.8% | $3,344+11.7% | $3,470+7.6% |
| Admin fee / account holder | $1,275 | $3,501-63.6% | $5,019-74.6% | $4,888-73.9% |