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 | $24,214 | $54,350-55.4% | $82,719-70.7% | $68,494-64.6% |
| Participation rate | 91.4% | 63.9%+27.5pp | 72.6%+18.8pp | 67.9%+23.5pp |
| Annual return | -14.41% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,815 | $2,218+26.9% | $3,009-6.5% | $2,596+8.4% |
| Participant deferral / active EE | $595 | $3,246-81.7% | $4,395-86.5% | $4,027-85.2% |
| Admin fee / account holder | $903 | $4,395-79.5% | $5,329-83.1% | $5,403-83.3% |