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 | $14,050 | $76,312-81.6% | $67,221-79.1% | $158,922-91.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.71% | 22.77%-1.1pp | 20.72%+1.0pp | 302.83%-281.1pp |
| Employer contribution / active EE | $3,120 | $4,476-30.3% | $3,723-16.2% | $4,761-34.5% |
| Participant deferral / active EE | $1,154 | $5,264-78.1% | $4,384-73.7% | $5,982-80.7% |
| Admin fee / account holder | $1,186 | $8,005-85.2% | $5,844-79.7% | $11,246-89.5% |