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.
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 | $115,533 | $98,240+17.6% | $82,313+40.4% | $147,584-21.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.86% | 30.85%-20.0pp | 25.88%-15.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $4,938 | $3,192+54.7% | $2,428+103.4% | $4,876+1.3% |
| Participant deferral / active EE | $1,038 | $4,383-76.3% | $3,706-72.0% | $5,439-80.9% |
| Admin fee / account holder | $430 | $8,563-95.0% | $5,608-92.3% | $10,885-96.0% |