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 | $61,049 | $148,978-59.0% | $200,582-69.6% | $84,808-28.0% |
| Participation rate | 71.3% | 84.2%-13.0pp | 86.9%-15.6pp | 68.3%+2.9pp |
| Annual return | 15.00% | 28.16%-13.2pp | 42.33%-27.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,250 | $4,815-74.0% | $6,419-80.5% | $2,631-52.5% |
| Participant deferral / active EE | $3,898 | $7,142-45.4% | $9,331-58.2% | $4,212-7.4% |
| Admin fee / account holder | $3,371 | $13,977-75.9% | $16,305-79.3% | $7,344-54.1% |