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.
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 | $63,427 | $102,317-38.0% | $146,958-56.8% | $80,856-21.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.64% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $707 | $3,713-81.0% | $4,933-85.7% | $2,755-74.3% |
| Participant deferral / active EE | $3,132 | $6,644-52.9% | $8,070-61.2% | $4,296-27.1% |
| Admin fee / account holder | $800 | $7,941-89.9% | $12,998-93.8% | $6,918-88.4% |