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 | $112,193 | $167,484-33.0% | $151,611-26.0% | $134,475-16.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -21.54% | 7.80%-29.3pp | 3.33%-24.9pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,000 | $6,829-70.7% | $6,166-67.6% | $4,740-57.8% |
| Participant deferral / active EE | $8,486 | $8,986-5.6% | $8,363+1.5% | $6,400+32.6% |
| Admin fee / account holder | $4,593 | $13,783-66.7% | $11,616-60.5% | $11,426-59.8% |