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 | $72,932 | $175,202-58.4% | $149,673-51.3% | $139,434-47.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 15.29% | 166.71%-151.4pp | 134.42%-119.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,856 | $5,474-66.1% | $4,818-61.5% | $4,751-60.9% |
| Participant deferral / active EE | $1,000 | $6,519-84.7% | $5,680-82.4% | $6,710-85.1% |
| Admin fee / account holder | $504 | $16,150-96.9% | $13,210-96.2% | $11,403-95.6% |