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 | $101,536 | $209,832-51.6% | $189,513-46.4% | $167,490-39.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.91% | 748.27%-730.4pp | 555.15%-537.2pp | 478.56%-460.6pp |
| Employer contribution / active EE | $4,663 | $6,914-32.6% | $6,162-24.3% | $4,837-3.6% |
| Participant deferral / active EE | $2,118 | $8,935-76.3% | $8,221-74.2% | $6,341-66.6% |
| Admin fee / account holder | $12,705 | $14,293-11.1% | $12,045+5.5% | $12,309+3.2% |