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 | $56,817 | $181,894-68.8% | $156,549-63.7% | $273,961-79.3% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 26.74% | 30.74%-4.0pp | 32.23%-5.5pp | 41.45%-14.7pp |
| Employer contribution / active EE | $2,988 | $6,248-52.2% | $5,501-45.7% | $4,869-38.6% |
| Participant deferral / active EE | $1,621 | $5,550-70.8% | $4,871-66.7% | $5,287-69.3% |
| Admin fee / account holder | $1,340 | $15,559-91.4% | $13,027-89.7% | $10,132-86.8% |