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 6-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 | $34,084 | $56,199-39.4% | $67,652-49.6% | $59,632-42.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -3.10% | 18505.31%-18508.4pp | 6625.04%-6628.1pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $1,953 | $1,614+21.0% | $2,266-13.8% | $2,203-11.3% |
| Participant deferral / active EE | $4,517 | $2,844+58.8% | $3,560+26.9% | $3,192+41.5% |
| Admin fee / account holder | $758 | $3,958-80.9% | $4,821-84.3% | $4,297-82.4% |