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 4-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 | $10,967 | $57,281-80.9% | $86,612-87.3% | $75,163-85.4% |
| Participation rate | 74.5% | 63.2%+11.3pp | 71.7%+2.8pp | 67.2%+7.4pp |
| Annual return | 18.46% | 2670.75%-2652.3pp | 591.07%-572.6pp | 160.62%-142.2pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,139 | $3,318-5.4% | $4,438-29.3% | $4,125-23.9% |
| Admin fee / account holder | $792 | $4,112-80.7% | $5,614-85.9% | $5,651-86.0% |