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 | $195,308 | $179,726+8.7% | $156,263+25.0% | $142,382+37.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.82% | 77.86%-64.0pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $7,315 | $5,069+44.3% | $4,333+68.8% | $4,299+70.2% |
| Participant deferral / active EE | $1,971 | $6,956-71.7% | $6,158-68.0% | $6,507-69.7% |
| Admin fee / account holder | $3,501 | $17,272-79.7% | $14,255-75.4% | $12,624-72.3% |