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 | $60,327 | $142,405-57.6% | $115,157-47.6% | $152,861-60.5% |
| Participation rate | 93.8% | 82.4%+11.4pp | 75.9%+17.8pp | 82.4%+11.3pp |
| Annual return | 15.05% | 41.48%-26.4pp | 35.60%-20.6pp | 345.32%-330.3pp |
| Employer contribution / active EE | $4,952 | $4,010+23.5% | $3,179+55.8% | $4,762+4.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $7,426 | $8,462-12.2% | $7,088+4.8% | $11,596-36.0% |