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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,231 | $105,181-54.1% | $159,436-69.7% | $85,850-43.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.22% | 45.07%-32.9pp | 263.57%-251.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $3,950 | $3,318+19.1% | $4,829-18.2% | $2,565+54.0% |
| Participant deferral / active EE | $2,200 | $5,945-63.0% | $7,352-70.1% | $3,952-44.3% |
| Admin fee / account holder | $6,657 | $6,933-4.0% | $10,799-38.3% | $6,260+6.3% |