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 | $159,093 | $202,318-21.4% | $172,739-7.9% | $152,861+4.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 21.43% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $11,650 | $5,856+98.9% | $5,143+126.5% | $4,762+144.6% |
| Participant deferral / active EE | $1,793 | $5,948-69.9% | $5,198-65.5% | $5,850-69.4% |
| Admin fee / account holder | $2,275 | $17,109-86.7% | $13,954-83.7% | $11,596-80.4% |