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.
Employer 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 | $63,737 | $209,832-69.6% | $189,513-66.4% | $167,490-61.9% |
| Participation rate | 76.5% | 88.7%-12.2pp | 87.8%-11.3pp | 82.1%-5.6pp |
| Annual return | 18.40% | 748.27%-729.9pp | 555.15%-536.8pp | 478.56%-460.2pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,117 | $8,935-42.7% | $8,221-37.8% | $6,341-19.3% |
| Admin fee / account holder | $469 | $14,293-96.7% | $12,045-96.1% | $12,309-96.2% |