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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,240 | $86,286+39.4% | $111,297+8.0% | $85,850+40.1% |
| Participation rate | 78.4% | 73.3%+5.1pp | 77.3%+1.1pp | 69.3%+9.1pp |
| Annual return | 7.54% | 19.99%-12.4pp | 54.65%-47.1pp | 318.53%-311.0pp |
| Employer contribution / active EE | $214 | $2,043-89.5% | $2,731-92.2% | $2,565-91.7% |
| Participant deferral / active EE | $4,379 | $3,641+20.3% | $4,487-2.4% | $3,952+10.8% |
| Admin fee / account holder | $46,236 | $8,188+464.7% | $7,964+480.6% | $6,260+638.6% |