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 | $47,325 | $57,354-17.5% | $83,848-43.6% | $64,186-26.3% |
| Participation rate | 93.3% | 68.6%+24.7pp | 76.1%+17.2pp | 69.6%+23.8pp |
| Annual return | -8.89% | 11.38%-20.3pp | 850.88%-859.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $23,333 | $2,545+816.7% | $3,631+542.6% | $2,381+880.0% |
| Participant deferral / active EE | $2,432 | $2,993-18.7% | $4,082-40.4% | $3,470-29.9% |
| Admin fee / account holder | $7,352 | $4,046+81.7% | $5,478+34.2% | $4,888+50.4% |