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.
Employer 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 | $109,365 | $202,318-45.9% | $172,739-36.7% | $152,861-28.5% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 27.86% | 1029.65%-1001.8pp | 802.84%-775.0pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,235 | $5,856-78.9% | $5,143-76.0% | $4,762-74.1% |
| Participant deferral / active EE | $3,551 | $5,948-40.3% | $5,198-31.7% | $5,850-39.3% |
| Admin fee / account holder | $502 | $17,109-97.1% | $13,954-96.4% | $11,596-95.7% |