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 7-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 | $55,125 | $159,602-65.5% | $150,045-63.3% | $142,382-61.3% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 19.50% | 70.24%-50.7pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,719 | $4,961-65.4% | $4,693-63.4% | $4,299-60.0% |
| Participant deferral / active EE | $2,312 | $8,310-72.2% | $7,997-71.1% | $6,507-64.5% |
| Admin fee / account holder | $440 | $14,846-97.0% | $13,435-96.7% | $12,624-96.5% |