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 | $45,475 | $43,327+5.0% | $59,878-24.1% | $64,186-29.2% |
| Participation rate | 97.0% | 69.2%+27.8pp | 74.7%+22.3pp | 69.6%+27.4pp |
| Annual return | -9.23% | -1.55%-7.7pp | 3.46%-12.7pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,442 | $2,028+20.4% | $2,722-10.3% | $2,381+2.6% |
| Participant deferral / active EE | $6,962 | $2,546+173.4% | $3,402+104.6% | $3,470+100.7% |
| Admin fee / account holder | $1,671 | $3,005-44.4% | $3,590-53.5% | $4,888-65.8% |