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 | $74,125 | $138,065-46.3% | $123,544-40.0% | $135,375-45.2% |
| Participation rate | 70.6% | 84.7%-14.1pp | 82.3%-11.7pp | 82.6%-12.1pp |
| Annual return | -7.92% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $496 | $5,151-90.4% | $4,628-89.3% | $4,779-89.6% |
| Participant deferral / active EE | $4,961 | $6,799-27.0% | $6,426-22.8% | $5,609-11.5% |
| Admin fee / account holder | $631 | $10,916-94.2% | $9,284-93.2% | $10,827-94.2% |