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.
Participant 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 | $27,261 | $177,572-84.6% | $154,803-82.4% | $142,382-80.9% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 9.42% | 65.07%-55.7pp | 58.88%-49.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,298 | $4,810-73.0% | $4,305-69.8% | $4,299-69.8% |
| Participant deferral / active EE | $1,662 | $6,272-73.5% | $5,540-70.0% | $6,507-74.5% |
| Admin fee / account holder | $1,584 | $16,786-90.6% | $14,329-88.9% | $12,624-87.4% |