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 3-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 | $7,230 | $70,606-89.8% | $53,898-86.6% | $142,382-94.9% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | -2.01% | 619.81%-621.8pp | 528.60%-530.6pp | 217.08%-219.1pp |
| Employer contribution / active EE | $789 | $1,202-34.3% | $932-15.3% | $4,299-81.6% |
| Participant deferral / active EE | $2,867 | $2,364+21.3% | $1,826+57.0% | $6,507-55.9% |
| Admin fee / account holder | $888 | $2,852-68.9% | $2,491-64.3% | $12,624-93.0% |