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 | $71,506 | $81,208-11.9% | $98,907-27.7% | $79,858-10.5% |
| Participation rate | 86.5% | 72.5%+14.0pp | 76.0%+10.5pp | 69.6%+16.9pp |
| Annual return | 14.62% | 60.99%-46.4pp | 196.43%-181.8pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,297 | $1,960-33.8% | $2,689-51.8% | $2,471-47.5% |
| Participant deferral / active EE | $1,377 | $3,265-57.8% | $4,244-67.6% | $3,740-63.2% |
| Admin fee / account holder | $368 | $6,013-93.9% | $6,642-94.5% | $5,306-93.1% |