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 | $93,260 | $118,450-21.3% | $98,439-5.3% | $139,434-33.1% |
| Participation rate | 81.0% | 77.4%+3.5pp | 75.2%+5.8pp | 80.3%+0.6pp |
| Annual return | 14.51% | 18.94%-4.4pp | 21.16%-6.6pp | 372.94%-358.4pp |
| Employer contribution / active EE | $4,335 | $3,609+20.1% | $3,048+42.2% | $4,751-8.7% |
| Participant deferral / active EE | $1,292 | $5,392-76.0% | $4,738-72.7% | $6,710-80.7% |
| Admin fee / account holder | $10,797 | $14,026-23.0% | $8,948+20.7% | $11,403-5.3% |