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 | $47,648 | $72,277-34.1% | $101,248-52.9% | $79,858-40.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 39.92% | 22.30%+17.6pp | 46.47%-6.6pp | 31.71%+8.2pp |
| Employer contribution / active EE | $556 | $2,692-79.4% | $3,660-84.8% | $2,471-77.5% |
| Participant deferral / active EE | $5,709 | $3,282+74.0% | $4,370+30.6% | $3,740+52.6% |
| Admin fee / account holder | $11,067 | $4,400+151.5% | $5,945+86.1% | $5,306+108.6% |