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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,447 | $160,055-71.6% | $140,016-67.5% | $135,375-66.4% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.5%-2.9pp | 82.6%+2.0pp |
| Annual return | -2.14% | 911.38%-913.5pp | 651.12%-653.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $6,026 | $6,420-6.1% | $5,606+7.5% | $4,779+26.1% |
| Participant deferral / active EE | $2,181 | $7,642-71.5% | $6,927-68.5% | $5,609-61.1% |
| Admin fee / account holder | $2,925 | $13,328-78.1% | $10,705-72.7% | $10,827-73.0% |