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 | $65,145 | $214,378-69.6% | $200,582-67.5% | $142,382-54.2% |
| Participation rate | 81.3% | 87.4%-6.2pp | 86.9%-5.6pp | 80.1%+1.1pp |
| Annual return | 16.59% | 46.41%-29.8pp | 42.33%-25.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,835 | $6,841-73.2% | $6,419-71.4% | $4,299-57.3% |
| Participant deferral / active EE | $2,681 | $9,865-72.8% | $9,331-71.3% | $6,507-58.8% |
| Admin fee / account holder | $934 | $17,692-94.7% | $16,305-94.3% | $12,624-92.6% |