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 | $101,443 | $127,386-20.4% | $115,037-11.8% | $125,391-19.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.05% | 31.28%-27.2pp | 26.14%-22.1pp | 282.22%-278.2pp |
| Employer contribution / active EE | $751 | $5,166-85.5% | $4,608-83.7% | $4,866-84.6% |
| Participant deferral / active EE | $2,517 | $6,423-60.8% | $6,026-58.2% | $5,352-53.0% |
| Admin fee / account holder | $2,062 | $9,516-78.3% | $8,175-74.8% | $9,540-78.4% |