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 7-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 | $16,541 | $88,594-81.3% | $70,092-76.4% | $134,475-87.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -25.26% | 442.67%-467.9pp | 190.73%-216.0pp | 417.96%-443.2pp |
| Employer contribution / active EE | $2,443 | $3,233-24.4% | $2,559-4.5% | $4,740-48.4% |
| Participant deferral / active EE | $5,853 | $4,772+22.7% | $3,849+52.1% | $6,400-8.5% |
| Admin fee / account holder | $2,901 | $10,441-72.2% | $6,267-53.7% | $11,426-74.6% |