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 | $42,052 | $92,222-54.4% | $76,768-45.2% | $135,375-68.9% |
| Participation rate | 76.9% | 79.8%-2.8pp | 77.0%0pp | 82.6%-5.7pp |
| Annual return | -9.46% | 5.46%-14.9pp | 2.43%-11.9pp | 519.73%-529.2pp |
| Employer contribution / active EE | $4,002 | $3,216+24.4% | $2,485+61.0% | $4,779-16.3% |
| Participant deferral / active EE | $3,583 | $4,509-20.5% | $3,852-7.0% | $5,609-36.1% |
| Admin fee / account holder | $2,553 | $10,748-76.2% | $6,675-61.7% | $10,827-76.4% |