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.
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 | $172,636 | $154,365+11.8% | $130,231+32.6% | $139,434+23.8% |
| Participation rate | 73.3% | 79.9%-6.6pp | 76.3%-2.9pp | 80.3%-7.0pp |
| Annual return | 10.17% | 30.34%-20.2pp | 38.77%-28.6pp | 372.94%-362.8pp |
| Employer contribution / active EE | $428 | $5,170-91.7% | $4,126-89.6% | $4,751-91.0% |
| Participant deferral / active EE | $10,705 | $8,498+26.0% | $6,799+57.5% | $6,710+59.5% |
| Admin fee / account holder | $5,400 | $9,214-41.4% | $6,020-10.3% | $11,403-52.6% |