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 5-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 | $21,546 | $64,707-66.7% | $112,228-80.8% | $68,494-68.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 3.22% | -11.40%+14.6pp | 27.45%-24.2pp | -7.84%+11.1pp |
| Employer contribution / active EE | $12,801 | $2,746+366.2% | $3,635+252.2% | $2,596+393.0% |
| Participant deferral / active EE | $720 | $3,565-79.8% | $4,728-84.8% | $4,027-82.1% |
| Admin fee / account holder | $1,383 | $5,232-73.6% | $6,410-78.4% | $5,403-74.4% |