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 | $56,634 | $163,101-65.3% | $136,749-58.6% | $142,382-60.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.87% | 27.54%-12.7pp | 24.33%-9.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $734 | $4,117-82.2% | $3,400-78.4% | $4,299-82.9% |
| Participant deferral / active EE | $2,088 | $5,585-62.6% | $4,692-55.5% | $6,507-67.9% |
| Admin fee / account holder | $12,281 | $14,318-14.2% | $11,386+7.9% | $12,624-2.7% |