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 | $25,513 | $127,386-80.0% | $115,037-77.8% | $125,391-79.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.61% | 31.28%-32.9pp | 26.14%-27.7pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,031 | $5,166-80.0% | $4,608-77.6% | $4,866-78.8% |
| Participant deferral / active EE | $1,264 | $6,423-80.3% | $6,026-79.0% | $5,352-76.4% |
| Admin fee / account holder | $6,407 | $9,516-32.7% | $8,175-21.6% | $9,540-32.8% |