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 | $54,430 | $98,750-44.9% | $149,696-63.6% | $79,858-31.8% |
| Participation rate | 92.7% | 75.8%+17.0pp | 82.5%+10.3pp | 69.6%+23.1pp |
| Annual return | 15.77% | 27.43%-11.7pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,239 | $3,216-61.5% | $4,644-73.3% | $2,471-49.8% |
| Participant deferral / active EE | $2,205 | $5,680-61.2% | $6,842-67.8% | $3,740-41.1% |
| Admin fee / account holder | $3,469 | $6,053-42.7% | $9,309-62.7% | $5,306-34.6% |