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 | $88,560 | $117,381-24.6% | $99,443-10.9% | $152,861-42.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 18.58% | 31.87%-13.3pp | 30.72%-12.1pp | 345.32%-326.7pp |
| Employer contribution / active EE | $6,124 | $3,013+103.3% | $2,540+141.1% | $4,762+28.6% |
| Participant deferral / active EE | $337 | $4,086-91.7% | $3,619-90.7% | $5,850-94.2% |
| Admin fee / account holder | $1,492 | $7,631-80.5% | $6,250-76.1% | $11,596-87.1% |