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 8-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 | $36,902 | $148,534-75.2% | $135,903-72.8% | $139,434-73.5% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 10.10% | 79.19%-69.1pp | 68.23%-58.1pp | 372.94%-362.8pp |
| Employer contribution / active EE | $5,805 | $5,243+10.7% | $4,856+19.5% | $4,751+22.2% |
| Participant deferral / active EE | $482 | $8,100-94.0% | $7,758-93.8% | $6,710-92.8% |
| Admin fee / account holder | $1,575 | $12,400-87.3% | $10,762-85.4% | $11,403-86.2% |