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 | $54,456 | $211,958-74.3% | $169,463-67.9% | $135,375-59.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.32% | 3.26%-12.6pp | 1.83%-11.1pp | 519.73%-529.0pp |
| Employer contribution / active EE | $28,023 | $5,120+447.4% | $4,159+573.8% | $4,779+486.4% |
| Participant deferral / active EE | $18,326 | $6,075+201.7% | $5,277+247.3% | $5,609+226.7% |
| Admin fee / account holder | $6,947 | $11,471-39.4% | $9,109-23.7% | $10,827-35.8% |