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 | $101,780 | $91,190+11.6% | $178,490-43.0% | $79,858+27.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 86.18% | 24.19%+62.0pp | 151.07%-64.9pp | 31.71%+54.5pp |
| Employer contribution / active EE | $9 | $3,256-99.7% | $5,011-99.8% | $2,471-99.6% |
| Participant deferral / active EE | $5,306 | $3,236+64.0% | $5,202+2.0% | $3,740+41.9% |
| Admin fee / account holder | $635 | $6,751-90.6% | $13,984-95.5% | $5,306-88.0% |