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 6-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 | $9,583 | $48,795-80.4% | $65,493-85.4% | $84,808-88.7% |
| Participation rate | 85.7% | 67.0%+18.7pp | 73.1%+12.6pp | 68.3%+17.4pp |
| Annual return | 11.74% | 20.20%-8.5pp | 982.45%-970.7pp | 40.90%-29.2pp |
| Employer contribution / active EE | $443 | $1,930-77.0% | $2,574-82.8% | $2,631-83.2% |
| Participant deferral / active EE | $579 | $2,928-80.2% | $3,961-85.4% | $4,212-86.2% |
| Admin fee / account holder | $694 | $3,877-82.1% | $5,028-86.2% | $7,344-90.6% |