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.)
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 | $46,160 | $79,944-42.3% | $98,439-53.1% | $75,163-38.6% |
| Participation rate | 96.7% | 70.4%+26.3pp | 75.2%+21.5pp | 67.2%+29.5pp |
| Annual return | 12.48% | 19.75%-7.3pp | 21.16%-8.7pp | 160.62%-148.1pp |
| Employer contribution / active EE | $406 | $2,264-82.1% | $3,048-86.7% | $2,670-84.8% |
| Participant deferral / active EE | $2,277 | $3,752-39.3% | $4,738-51.9% | $4,125-44.8% |
| Admin fee / account holder | $14,428 | $6,840+110.9% | $8,948+61.3% | $5,651+155.3% |