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 | $22,008 | $85,790-74.3% | $67,313-67.3% | $135,375-83.7% |
| Participation rate | 93.3% | 76.5%+16.9pp | 69.1%+24.3pp | 82.6%+10.7pp |
| Annual return | -8.27% | -0.54%-7.7pp | -4.08%-4.2pp | 519.73%-528.0pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,921 | $4,651-58.7% | $3,568-46.2% | $5,609-65.7% |
| Admin fee / account holder | $786 | $6,392-87.7% | $4,507-82.6% | $10,827-92.7% |