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 7-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 | $163,196 | $59,805+172.9% | $79,550+105.2% | $68,494+138.3% |
| Participation rate | 82.8% | 61.1%+21.7pp | 69.5%+13.3pp | 67.9%+14.9pp |
| Annual return | 1.04% | -12.30%+13.3pp | 0.16%+0.9pp | -7.84%+8.9pp |
| Employer contribution / active EE | $376 | $1,505-75.0% | $2,413-84.4% | $2,596-85.5% |
| Participant deferral / active EE | $653 | $3,024-78.4% | $3,985-83.6% | $4,027-83.8% |
| Admin fee / account holder | $3,153 | $4,835-34.8% | $6,832-53.9% | $5,403-41.6% |