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 | $50,048 | $103,376-51.6% | $87,100-42.5% | $152,861-67.3% |
| Participation rate | 73.7% | 79.3%-5.7pp | 76.9%-3.2pp | 82.4%-8.8pp |
| Annual return | 16.09% | 28.10%-12.0pp | 28.19%-12.1pp | 345.32%-329.2pp |
| Employer contribution / active EE | $372 | $3,220-88.5% | $2,521-85.3% | $4,762-92.2% |
| Participant deferral / active EE | $4,125 | $4,778-13.7% | $4,049+1.9% | $5,850-29.5% |
| Admin fee / account holder | $9,561 | $12,205-21.7% | $7,497+27.5% | $11,596-17.6% |