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 | $29,528 | $135,635-78.2% | $110,238-73.2% | $135,375-78.2% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -10.61% | 513.19%-523.8pp | 314.74%-325.4pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,834 | $4,906-62.6% | $3,826-52.1% | $4,779-61.6% |
| Participant deferral / active EE | $5,676 | $5,506+3.1% | $4,672+21.5% | $5,609+1.2% |
| Admin fee / account holder | $2,750 | $11,457-76.0% | $8,547-67.8% | $10,827-74.6% |