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 | $48,428 | $82,664-41.4% | $125,339-61.4% | $68,494-29.3% |
| Participation rate | 79.7% | 75.0%+4.6pp | 82.4%-2.7pp | 67.9%+11.8pp |
| Annual return | -20.67% | -5.97%-14.7pp | 572.05%-592.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,529 | $3,381-54.8% | $4,814-68.2% | $2,596-41.1% |
| Participant deferral / active EE | $4,753 | $6,110-22.2% | $7,446-36.2% | $4,027+18.0% |
| Admin fee / account holder | $939 | $6,275-85.0% | $10,010-90.6% | $5,403-82.6% |