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 | $642 | $25,979-97.5% | $71,735-99.1% | $68,494-99.1% |
| Participation rate | 71.4% | 54.5%+16.9pp | 62.3%+9.1pp | 67.9%+3.5pp |
| Annual return | -34.67% | -15.10%-19.6pp | 9.14%-43.8pp | -7.84%-26.8pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $623 | $1,522-59.1% | $2,658-76.6% | $4,027-84.5% |
| Admin fee / account holder | $309 | $2,022-84.7% | $3,974-92.2% | $5,403-94.3% |