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 7-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 | $29,311 | $227,553-87.1% | $189,557-84.5% | $167,490-82.5% |
| Participation rate | 94.7% | 82.5%+12.2pp | 78.4%+16.3pp | 82.1%+12.6pp |
| Annual return | 9.60% | 78.40%-68.8pp | 64.17%-54.6pp | 478.56%-469.0pp |
| Employer contribution / active EE | $393 | $5,316-92.6% | $4,412-91.1% | $4,837-91.9% |
| Participant deferral / active EE | $11,244 | $7,002+60.6% | $6,174+82.1% | $6,341+77.3% |
| Admin fee / account holder | $8,130 | $11,878-31.6% | $9,807-17.1% | $12,309-34.0% |