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 | $68,483 | $81,460-15.9% | $103,333-33.7% | $80,856-15.3% |
| Participation rate | 91.2% | 66.8%+24.3pp | 74.5%+16.7pp | 67.6%+23.5pp |
| Annual return | 13.58% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,023 | $3,105-2.7% | $3,868-21.9% | $2,755+9.7% |
| Participant deferral / active EE | $753 | $3,869-80.5% | $5,057-85.1% | $4,296-82.5% |
| Admin fee / account holder | $17,501 | $6,566+166.5% | $8,355+109.5% | $6,918+153.0% |