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.
Participant 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 | $110,560 | $127,065-13.0% | $113,168-2.3% | $142,382-22.3% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 2.05% | 24.03%-22.0pp | 24.27%-22.2pp | 217.08%-215.0pp |
| Employer contribution / active EE | $1,423 | $3,442-58.7% | $2,975-52.2% | $4,299-66.9% |
| Participant deferral / active EE | $970 | $5,716-83.0% | $5,107-81.0% | $6,507-85.1% |
| Admin fee / account holder | $1,829 | $15,736-88.4% | $12,068-84.8% | $12,624-85.5% |