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 | $62,675 | $82,664-24.2% | $125,339-50.0% | $68,494-8.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -25.91% | -5.97%-19.9pp | 572.05%-598.0pp | -7.84%-18.1pp |
| Employer contribution / active EE | $4,150 | $3,381+22.7% | $4,814-13.8% | $2,596+59.8% |
| Participant deferral / active EE | $12,530 | $6,110+105.1% | $7,446+68.3% | $4,027+211.1% |
| Admin fee / account holder | $56,366 | $6,275+798.2% | $10,010+463.1% | $5,403+943.3% |