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 9-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 | $92,593 | $102,604-9.8% | $86,188+7.4% | $139,434-33.6% |
| Participation rate | 76.9% | 74.5%+2.4pp | 69.0%+8.0pp | 80.3%-3.4pp |
| Annual return | 12.99% | 1922.51%-1909.5pp | 1168.45%-1155.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $566 | $3,032-81.3% | $2,380-76.2% | $4,751-88.1% |
| Participant deferral / active EE | $1,009 | $4,676-78.4% | $3,985-74.7% | $6,710-85.0% |
| Admin fee / account holder | $3,822 | $8,657-55.8% | $6,852-44.2% | $11,403-66.5% |