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 8-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 | $99,223 | $98,240+1.0% | $82,313+20.5% | $147,584-32.8% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 4858.15% | 30.85%+4827.3pp | 25.88%+4832.3pp | 578.55%+4279.6pp |
| Employer contribution / active EE | $460 | $3,192-85.6% | $2,428-81.1% | $4,876-90.6% |
| Participant deferral / active EE | $2,685 | $4,383-38.7% | $3,706-27.6% | $5,439-50.6% |
| Admin fee / account holder | $561 | $8,563-93.4% | $5,608-90.0% | $10,885-94.8% |