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 | $54,181 | $97,757-44.6% | $83,848-35.4% | $135,375-60.0% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -10.12% | 1287.37%-1297.5pp | 850.88%-861.0pp | 519.73%-529.9pp |
| Employer contribution / active EE | $3,368 | $4,222-20.2% | $3,631-7.2% | $4,779-29.5% |
| Participant deferral / active EE | $7,148 | $4,682+52.7% | $4,082+75.1% | $5,609+27.4% |
| Admin fee / account holder | $425 | $6,674-93.6% | $5,478-92.2% | $10,827-96.1% |