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 | $38,439 | $54,705-29.7% | $71,209-46.0% | $84,808-54.7% |
| Participation rate | 75.8% | 64.1%+11.7pp | 73.8%+2.0pp | 68.3%+7.4pp |
| Annual return | 25.13% | 35.90%-10.8pp | 282.51%-257.4pp | 40.90%-15.8pp |
| Employer contribution / active EE | $273 | $2,158-87.3% | $2,721-90.0% | $2,631-89.6% |
| Participant deferral / active EE | $5,378 | $3,030+77.5% | $4,175+28.8% | $4,212+27.7% |
| Admin fee / account holder | $341 | $4,863-93.0% | $5,349-93.6% | $7,344-95.4% |