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 | $12,183 | $43,483-72.0% | $54,726-77.7% | $64,186-81.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 79.1%+20.9pp | 69.6%+30.4pp |
| Annual return | -8.44% | -1.03%-7.4pp | -4.56%-3.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $975 | $2,632-63.0% | $3,449-71.7% | $2,381-59.1% |
| Participant deferral / active EE | $1,864 | $3,102-39.9% | $3,953-52.9% | $3,470-46.3% |
| Admin fee / account holder | $405 | $4,250-90.5% | $3,818-89.4% | $4,888-91.7% |