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 | $17,526 | $49,177-64.4% | $79,464-77.9% | $64,186-72.7% |
| Participation rate | 88.1% | 65.0%+23.1pp | 73.3%+14.8pp | 69.6%+18.6pp |
| Annual return | -7.79% | -1.16%-6.6pp | 718.14%-725.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,951 | $2,076+90.3% | $2,800+41.1% | $2,381+65.9% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,332 | $3,839+117.0% | $5,113+62.9% | $4,888+70.4% |