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 | $89,673 | $180,449-50.3% | $154,107-41.8% | $135,375-33.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.14% | 888.09%-886.0pp | 735.12%-733.0pp | 519.73%-517.6pp |
| Employer contribution / active EE | $3,258 | $6,035-46.0% | $5,298-38.5% | $4,779-31.8% |
| Participant deferral / active EE | $1,193 | $5,806-79.5% | $5,081-76.5% | $5,609-78.7% |
| Admin fee / account holder | $4,434 | $16,143-72.5% | $13,411-66.9% | $10,827-59.1% |