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 7-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 | $19,562 | $177,572-89.0% | $154,803-87.4% | $142,382-86.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 1193.63% | 65.07%+1128.6pp | 58.88%+1134.8pp | 217.08%+976.6pp |
| Employer contribution / active EE | $528 | $4,810-89.0% | $4,305-87.7% | $4,299-87.7% |
| Participant deferral / active EE | $1,973 | $6,272-68.5% | $5,540-64.4% | $6,507-69.7% |
| Admin fee / account holder | $378 | $16,786-97.7% | $14,329-97.4% | $12,624-97.0% |