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 | $36,718 | $85,022-56.8% | $70,515-47.9% | $139,434-73.7% |
| Participation rate | 95.5% | 73.9%+21.5pp | 68.3%+27.1pp | 80.3%+15.1pp |
| Annual return | 15.26% | 30.38%-15.1pp | 32.77%-17.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,866 | $5,890-68.3% | $4,567-59.1% | $6,710-72.2% |
| Admin fee / account holder | $10,046 | $8,906+12.8% | $6,412+56.7% | $11,403-11.9% |