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 | $155,290 | $127,386+21.9% | $115,037+35.0% | $125,391+23.8% |
| Participation rate | 85.0% | 84.2%+0.8pp | 81.4%+3.6pp | 83.2%+1.8pp |
| Annual return | 1.75% | 31.28%-29.5pp | 26.14%-24.4pp | 282.22%-280.5pp |
| Employer contribution / active EE | $337 | $5,166-93.5% | $4,608-92.7% | $4,866-93.1% |
| Participant deferral / active EE | $9,798 | $6,423+52.5% | $6,026+62.6% | $5,352+83.1% |
| Admin fee / account holder | $497 | $9,516-94.8% | $8,175-93.9% | $9,540-94.8% |