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.
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 | $62,707 | $179,726-65.1% | $156,263-59.9% | $142,382-56.0% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.9%-5.2pp | 80.1%-6.4pp |
| Annual return | 146.19% | 77.86%+68.3pp | 59.47%+86.7pp | 217.08%-70.9pp |
| Employer contribution / active EE | $746 | $5,069-85.3% | $4,333-82.8% | $4,299-82.7% |
| Participant deferral / active EE | $2,930 | $6,956-57.9% | $6,158-52.4% | $6,507-55.0% |
| Admin fee / account holder | $3,827 | $17,272-77.8% | $14,255-73.2% | $12,624-69.7% |