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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,782 | $91,552+45.0% | $133,956-0.9% | $79,858+66.3% |
| Participation rate | 72.5% | 73.3%-0.8pp | 79.8%-7.3pp | 69.6%+2.9pp |
| Annual return | 7.50% | 61.85%-54.4pp | 45.09%-37.6pp | 31.71%-24.2pp |
| Employer contribution / active EE | $156 | $2,384-93.4% | $3,919-96.0% | $2,471-93.7% |
| Participant deferral / active EE | $1,845 | $3,733-50.6% | $5,048-63.4% | $3,740-50.7% |
| Admin fee / account holder | $3,053 | $6,321-51.7% | $8,927-65.8% | $5,306-42.5% |