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 | $111,709 | $99,341+12.4% | $84,750+31.8% | $273,961-59.2% |
| Participation rate | 78.3% | 80.7%-2.4pp | 76.6%+1.7pp | 83.0%-4.8pp |
| Annual return | 4.81% | 22.93%-18.1pp | 22.78%-18.0pp | 41.45%-36.6pp |
| Employer contribution / active EE | $155 | $4,214-96.3% | $3,574-95.7% | $4,869-96.8% |
| Participant deferral / active EE | $3,066 | $4,269-28.2% | $3,712-17.4% | $5,287-42.0% |
| Admin fee / account holder | $533 | $6,644-92.0% | $5,332-90.0% | $10,132-94.7% |