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 | $27,453 | $49,922-45.0% | $80,569-65.9% | $75,163-63.5% |
| Participation rate | 70.3% | 55.3%+15.0pp | 67.0%+3.3pp | 67.2%+3.1pp |
| Annual return | 17.47% | 34.69%-17.2pp | 935.43%-918.0pp | 160.62%-143.1pp |
| Employer contribution / active EE | $531 | $1,698-68.8% | $2,723-80.5% | $2,670-80.1% |
| Participant deferral / active EE | $580 | $2,990-80.6% | $4,447-86.9% | $4,125-85.9% |
| Admin fee / account holder | $1,840 | $3,577-48.6% | $5,377-65.8% | $5,651-67.4% |