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 | $93,123 | $127,065-26.7% | $113,168-17.7% | $142,382-34.6% |
| Participation rate | 76.5% | 79.2%-2.7pp | 76.6%-0.1pp | 80.1%-3.6pp |
| Annual return | 16.40% | 24.03%-7.6pp | 24.27%-7.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $533 | $3,442-84.5% | $2,975-82.1% | $4,299-87.6% |
| Participant deferral / active EE | $3,155 | $5,716-44.8% | $5,107-38.2% | $6,507-51.5% |
| Admin fee / account holder | $14,029 | $15,736-10.8% | $12,068+16.3% | $12,624+11.1% |