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 | $70,306 | $107,334-34.5% | $92,893-24.3% | $152,861-54.0% |
| Participation rate | 70.8% | 79.8%-9.0pp | 76.0%-5.2pp | 82.4%-11.6pp |
| Annual return | 14.54% | 145.58%-131.0pp | 109.41%-94.9pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,371 | $4,221-67.5% | $3,653-62.5% | $4,762-71.2% |
| Participant deferral / active EE | $1,262 | $4,845-74.0% | $4,236-70.2% | $5,850-78.4% |
| Admin fee / account holder | $421 | $7,079-94.0% | $5,794-92.7% | $11,596-96.4% |