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 | $21,808 | $75,935-71.3% | $60,547-64.0% | $125,391-82.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -5.43% | -5.38%0pp | 335.64%-341.1pp | 282.22%-287.7pp |
| Employer contribution / active EE | $1,597 | $3,438-53.6% | $2,419-34.0% | $4,866-67.2% |
| Participant deferral / active EE | $3,148 | $4,506-30.1% | $3,328-5.4% | $5,352-41.2% |
| Admin fee / account holder | $507 | $6,768-92.5% | $4,536-88.8% | $9,540-94.7% |