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 | $65,026 | $117,841-44.8% | $102,423-36.5% | $145,922-55.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -0.99% | 31.65%-32.6pp | 29.32%-30.3pp | 561.29%-562.3pp |
| Employer contribution / active EE | $1,924 | $3,615-46.8% | $3,023-36.4% | $4,660-58.7% |
| Participant deferral / active EE | $5,162 | $5,731-9.9% | $5,053+2.2% | $6,688-22.8% |
| Admin fee / account holder | $326 | $13,326-97.6% | $9,451-96.6% | $13,397-97.6% |