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 | $155,847 | $165,335-5.7% | $149,696+4.1% | $158,922-1.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.69% | 348.15%-332.5pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $417 | $5,103-91.8% | $4,644-91.0% | $4,761-91.2% |
| Participant deferral / active EE | $3,056 | $7,181-57.4% | $6,842-55.3% | $5,982-48.9% |
| Admin fee / account holder | $3,792 | $10,807-64.9% | $9,309-59.3% | $11,246-66.3% |