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 8-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 | $23,635 | $167,307-85.9% | $143,757-83.6% | $134,475-82.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.46% | 0.46%-25.9pp | -0.04%-25.4pp | 417.96%-443.4pp |
| Employer contribution / active EE | $3,130 | $5,619-44.3% | $4,951-36.8% | $4,740-34.0% |
| Participant deferral / active EE | $4,462 | $6,446-30.8% | $5,637-20.8% | $6,400-30.3% |
| Admin fee / account holder | $2,743 | $18,088-84.8% | $14,673-81.3% | $11,426-76.0% |