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 3-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 | $51,212 | $80,673-36.5% | $101,326-49.5% | $84,808-39.6% |
| Participation rate | 92.6% | 77.8%+14.8pp | 81.5%+11.1pp | 68.3%+24.3pp |
| Annual return | 19.53% | 38.95%-19.4pp | 36.82%-17.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,592 | $6,840+98.7% | $7,994+70.0% | $4,212+222.7% |
| Admin fee / account holder | $6,137 | $12,784-52.0% | $11,185-45.1% | $7,344-16.4% |