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 | $197,615 | $183,519+7.7% | $155,509+27.1% | $145,922+35.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 9.91% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $997 | $5,313-81.2% | $4,672-78.7% | $4,660-78.6% |
| Participant deferral / active EE | $6,189 | $6,462-4.2% | $5,626+10.0% | $6,688-7.5% |
| Admin fee / account holder | $2,195 | $19,313-88.6% | $15,912-86.2% | $13,397-83.6% |