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 | $38,563 | $59,805-35.5% | $79,550-51.5% | $68,494-43.7% |
| Participation rate | 81.1% | 61.1%+20.0pp | 69.5%+11.6pp | 67.9%+13.2pp |
| Annual return | -22.11% | -12.30%-9.8pp | 0.16%-22.3pp | -7.84%-14.3pp |
| Employer contribution / active EE | $4,344 | $1,505+188.6% | $2,413+80.0% | $2,596+67.3% |
| Participant deferral / active EE | $8,492 | $3,024+180.8% | $3,985+113.1% | $4,027+110.9% |
| Admin fee / account holder | $3,113 | $4,835-35.6% | $6,832-54.4% | $5,403-42.4% |