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 | $85,024 | $72,277+17.6% | $101,248-16.0% | $79,858+6.5% |
| Participation rate | 79.6% | 68.5%+11.2pp | 75.8%+3.8pp | 69.6%+10.0pp |
| Annual return | 13.99% | 22.30%-8.3pp | 46.47%-32.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $220 | $2,692-91.8% | $3,660-94.0% | $2,471-91.1% |
| Participant deferral / active EE | $3,301 | $3,282+0.6% | $4,370-24.5% | $3,740-11.7% |
| Admin fee / account holder | $645 | $4,400-85.3% | $5,945-89.1% | $5,306-87.8% |