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 | $65,954 | $63,764+3.4% | $81,930-19.5% | $79,858-17.4% |
| Participation rate | 90.6% | 67.5%+23.1pp | 72.0%+18.6pp | 69.6%+20.9pp |
| Annual return | 12.23% | 22.66%-10.4pp | 29.49%-17.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $8,453 | $1,795+370.8% | $4,310+96.1% | $2,471+242.1% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $978 | $4,426-77.9% | $5,158-81.0% | $5,306-81.6% |