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 | $69,624 | $87,733-20.6% | $106,548-34.7% | $85,850-18.9% |
| Participation rate | 81.8% | 71.9%+9.9pp | 76.1%+5.7pp | 69.3%+12.5pp |
| Annual return | 10.52% | 21.86%-11.3pp | 26.80%-16.3pp | 318.53%-308.0pp |
| Employer contribution / active EE | $397 | $2,073-80.9% | $2,819-85.9% | $2,565-84.5% |
| Participant deferral / active EE | $3,588 | $3,469+3.4% | $4,398-18.4% | $3,952-9.2% |
| Admin fee / account holder | $1,901 | $6,767-71.9% | $7,407-74.3% | $6,260-69.6% |