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 8-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 | $3,979 | $29,660-86.6% | $56,411-92.9% | $80,856-95.1% |
| Participation rate | 91.7% | 41.6%+50.0pp | 52.5%+39.2pp | 67.6%+24.0pp |
| Annual return | 17.06% | 35.23%-18.2pp | 1701.33%-1684.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,476 | $1,226+102.0% | $1,952+26.9% | $4,296-42.4% |
| Admin fee / account holder | $784 | $2,428-67.7% | $2,829-72.3% | $6,918-88.7% |