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 | $44,151 | $72,404-39.0% | $110,238-59.9% | $64,186-31.2% |
| Participation rate | 91.9% | 73.3%+18.6pp | 79.8%+12.1pp | 69.6%+22.3pp |
| Annual return | -7.15% | -6.29%-0.9pp | 314.74%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $372 | $2,282-83.7% | $3,826-90.3% | $2,381-84.4% |
| Participant deferral / active EE | $4,295 | $3,469+23.8% | $4,672-8.1% | $3,470+23.8% |
| Admin fee / account holder | $2,252 | $5,664-60.2% | $8,547-73.7% | $4,888-53.9% |