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 | $45,195 | $87,733-48.5% | $106,548-57.6% | $85,850-47.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 14.20% | 21.86%-7.7pp | 26.80%-12.6pp | 318.53%-304.3pp |
| Employer contribution / active EE | $367 | $2,073-82.3% | $2,819-87.0% | $2,565-85.7% |
| Participant deferral / active EE | $3,869 | $3,469+11.5% | $4,398-12.0% | $3,952-2.1% |
| Admin fee / account holder | $1,285 | $6,767-81.0% | $7,407-82.7% | $6,260-79.5% |