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 | $156,949 | $78,694+99.4% | $67,652+132.0% | $125,391+25.2% |
| Participation rate | 88.9% | 78.8%+10.1pp | 75.7%+13.2pp | 83.2%+5.7pp |
| Annual return | -1.58% | 9.46%-11.0pp | 6625.04%-6626.6pp | 282.22%-283.8pp |
| Employer contribution / active EE | $8,664 | $3,044+184.7% | $2,266+282.4% | $4,866+78.1% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,528 | $7,403-79.4% | $4,821-68.3% | $9,540-84.0% |