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 | $46,744 | $202,318-76.9% | $172,739-72.9% | $152,861-69.4% |
| Participation rate | 85.0% | 87.1%-2.1pp | 82.6%+2.4pp | 82.4%+2.6pp |
| Annual return | 15.02% | 1029.65%-1014.6pp | 802.84%-787.8pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,208 | $5,856-79.4% | $5,143-76.5% | $4,762-74.6% |
| Participant deferral / active EE | $2,615 | $5,948-56.0% | $5,198-49.7% | $5,850-55.3% |
| Admin fee / account holder | $7,863 | $17,109-54.0% | $13,954-43.7% | $11,596-32.2% |