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 4-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 | $50,133 | $169,032-70.3% | $129,207-61.2% | $145,922-65.6% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 19.41% | 14330.11%-14310.7pp | 9417.33%-9397.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $199 | $5,537-96.4% | $4,153-95.2% | $4,660-95.7% |
| Participant deferral / active EE | $5,104 | $4,987+2.3% | $4,168+22.5% | $6,688-23.7% |
| Admin fee / account holder | $305 | $9,954-96.9% | $7,715-96.0% | $13,397-97.7% |