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 | $206,116 | $201,272+2.4% | $184,203+11.9% | $145,922+41.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.64% | 29.00%-9.4pp | 28.81%-9.2pp | 561.29%-541.6pp |
| Employer contribution / active EE | $4,444 | $7,022-36.7% | $6,427-30.8% | $4,660-4.6% |
| Participant deferral / active EE | $2,688 | $9,806-72.6% | $9,131-70.6% | $6,688-59.8% |
| Admin fee / account holder | $1,227 | $16,364-92.5% | $13,901-91.2% | $13,397-90.8% |