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 | $31,733 | $135,635-76.6% | $110,238-71.2% | $135,375-76.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.07% | 513.19%-523.3pp | 314.74%-324.8pp | 519.73%-529.8pp |
| Employer contribution / active EE | $3,392 | $4,906-30.9% | $3,826-11.4% | $4,779-29.0% |
| Participant deferral / active EE | $12,536 | $5,506+127.7% | $4,672+168.3% | $5,609+123.5% |
| Admin fee / account holder | $4,018 | $11,457-64.9% | $8,547-53.0% | $10,827-62.9% |