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 | $93,133 | $50,958+82.8% | $74,550+24.9% | $64,186+45.1% |
| Participation rate | 93.6% | 61.1%+32.6pp | 69.1%+24.5pp | 69.6%+24.0pp |
| Annual return | -3.83% | -1.86%-2.0pp | 32.53%-36.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $8,264 | $1,115+640.9% | $1,961+321.4% | $2,381+247.1% |
| Participant deferral / active EE | $1,007 | $2,301-56.3% | $3,108-67.6% | $3,470-71.0% |
| Admin fee / account holder | $4,792 | $4,223+13.5% | $5,060-5.3% | $4,888-2.0% |