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 | $25,008 | $106,890-76.6% | $84,015-70.2% | $152,861-83.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 27.26% | 104.99%-77.7pp | 71.31%-44.1pp | 345.32%-318.1pp |
| Employer contribution / active EE | $809 | $2,734-70.4% | $1,983-59.2% | $4,762-83.0% |
| Participant deferral / active EE | $474 | $4,011-88.2% | $3,239-85.4% | $5,850-91.9% |
| Admin fee / account holder | $1,259 | $8,285-84.8% | $6,101-79.4% | $11,596-89.1% |