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 | $7,561 | $96,635-92.2% | $86,612-91.3% | $139,434-94.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.55% | 106.41%-90.9pp | 591.07%-575.5pp | 372.94%-357.4pp |
| Employer contribution / active EE | $4 | $3,263-99.9% | $3,022-99.9% | $4,751-99.9% |
| Participant deferral / active EE | $1,292 | $4,836-73.3% | $4,438-70.9% | $6,710-80.7% |
| Admin fee / account holder | $1,072 | $6,408-83.3% | $5,614-80.9% | $11,403-90.6% |