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 9-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 | $19,591 | $95,971-79.6% | $74,550-73.7% | $135,375-85.5% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -13.81% | 56.96%-70.8pp | 32.53%-46.3pp | 519.73%-533.5pp |
| Employer contribution / active EE | $4,381 | $2,716+61.3% | $1,961+123.4% | $4,779-8.3% |
| Participant deferral / active EE | $7,267 | $3,843+89.1% | $3,108+133.8% | $5,609+29.6% |
| Admin fee / account holder | $620 | $6,522-90.5% | $5,060-87.7% | $10,827-94.3% |