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 9-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 | $65,338 | $111,754-41.5% | $103,333-36.8% | $145,922-55.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.32% | 24.77%-3.5pp | 24.88%-3.6pp | 561.29%-540.0pp |
| Employer contribution / active EE | $747 | $4,212-82.3% | $3,868-80.7% | $4,660-84.0% |
| Participant deferral / active EE | $5,367 | $5,619-4.5% | $5,057+6.1% | $6,688-19.8% |
| Admin fee / account holder | $392 | $9,750-96.0% | $8,355-95.3% | $13,397-97.1% |