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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $119,251 | $149,734-20.4% | $118,925+0.3% | $158,922-25.0% |
| Participation rate | 92.9% | 82.1%+10.8pp | 75.4%+17.5pp | 82.0%+10.9pp |
| Annual return | 0.31% | 19.95%-19.6pp | 35.88%-35.6pp | 302.83%-302.5pp |
| Employer contribution / active EE | $3,325 | $4,115-19.2% | $3,263+1.9% | $4,761-30.2% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $67,037 | $8,603+679.2% | $6,581+918.7% | $11,246+496.1% |