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 | $106,916 | $180,449-40.7% | $154,107-30.6% | $135,375-21.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -17.30% | 888.09%-905.4pp | 735.12%-752.4pp | 519.73%-537.0pp |
| Employer contribution / active EE | $9,250 | $6,035+53.3% | $5,298+74.6% | $4,779+93.6% |
| Participant deferral / active EE | $5,567 | $5,806-4.1% | $5,081+9.6% | $5,609-0.7% |
| Admin fee / account holder | $2,066 | $16,143-87.2% | $13,411-84.6% | $10,827-80.9% |