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 | $48,561 | $115,770-58.1% | $101,248-52.0% | $158,922-69.4% |
| Participation rate | 94.4% | 79.4%+15.1pp | 75.8%+18.6pp | 82.0%+12.5pp |
| Annual return | 11.32% | 56.14%-44.8pp | 46.47%-35.2pp | 302.83%-291.5pp |
| Employer contribution / active EE | $14,570 | $4,175+249.0% | $3,660+298.1% | $4,761+206.0% |
| Participant deferral / active EE | $798 | $4,957-83.9% | $4,370-81.7% | $5,982-86.7% |
| Admin fee / account holder | $2,620 | $7,245-63.8% | $5,945-55.9% | $11,246-76.7% |