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 | $47,673 | $142,344-66.5% | $119,609-60.1% | $134,475-64.5% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -20.94% | -12.44%-8.5pp | -14.97%-6.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $3,216 | $5,222-38.4% | $4,232-24.0% | $4,740-32.2% |
| Participant deferral / active EE | $6,764 | $6,469+4.5% | $5,602+20.7% | $6,400+5.7% |
| Admin fee / account holder | $408 | $13,584-97.0% | $10,323-96.0% | $11,426-96.4% |