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 | $123,106 | $87,733+40.3% | $106,548+15.5% | $85,850+43.4% |
| Participation rate | 81.5% | 71.9%+9.5pp | 76.1%+5.4pp | 69.3%+12.2pp |
| Annual return | 24.03% | 21.86%+2.2pp | 26.80%-2.8pp | 318.53%-294.5pp |
| Employer contribution / active EE | $244 | $2,073-88.2% | $2,819-91.3% | $2,565-90.5% |
| Participant deferral / active EE | $2,116 | $3,469-39.0% | $4,398-51.9% | $3,952-46.5% |
| Admin fee / account holder | $2,297 | $6,767-66.1% | $7,407-69.0% | $6,260-63.3% |