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 | $23,144 | $107,791-78.5% | $90,645-74.5% | $135,375-82.9% |
| Participation rate | 95.8% | 78.0%+17.8pp | 74.0%+21.8pp | 82.6%+13.2pp |
| Annual return | -11.40% | -0.90%-10.5pp | 1.88%-13.3pp | 519.73%-531.1pp |
| Employer contribution / active EE | $14,028 | $3,018+364.8% | $2,532+454.1% | $4,779+193.6% |
| Participant deferral / active EE | $1,856 | $3,872-52.1% | $3,425-45.8% | $5,609-66.9% |
| Admin fee / account holder | $355 | $5,930-94.0% | $4,994-92.9% | $10,827-96.7% |