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 | $63,768 | $95,266-33.1% | $82,389-22.6% | $142,382-55.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.78% | 25.74%-13.0pp | 28.67%-15.9pp | 217.08%-204.3pp |
| Employer contribution / active EE | $6,348 | $2,991+112.2% | $2,517+152.2% | $4,299+47.7% |
| Participant deferral / active EE | $977 | $4,809-79.7% | $4,155-76.5% | $6,507-85.0% |
| Admin fee / account holder | $455 | $8,563-94.7% | $7,231-93.7% | $12,624-96.4% |