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 5-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 | $11,836 | $73,867-84.0% | $143,757-91.8% | $68,494-82.7% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -21.30% | 1.01%-22.3pp | -0.04%-21.3pp | -7.84%-13.5pp |
| Employer contribution / active EE | $2,845 | $3,184-10.7% | $4,951-42.5% | $2,596+9.6% |
| Participant deferral / active EE | $4,928 | $3,384+45.6% | $5,637-12.6% | $4,027+22.4% |
| Admin fee / account holder | $2,070 | $5,755-64.0% | $14,673-85.9% | $5,403-61.7% |