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 | $34,621 | $78,422-55.9% | $95,952-63.9% | $79,858-56.6% |
| Participation rate | 94.9% | 73.5%+21.5pp | 77.1%+17.9pp | 69.6%+25.3pp |
| Annual return | 14.45% | 19.37%-4.9pp | 91.61%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,266 | $1,945-34.9% | $2,541-50.2% | $2,471-48.8% |
| Participant deferral / active EE | $1,022 | $3,440-70.3% | $4,167-75.5% | $3,740-72.7% |
| Admin fee / account holder | $381 | $5,622-93.2% | $6,795-94.4% | $5,306-92.8% |