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 9-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 | $37,674 | $82,664-54.4% | $125,339-69.9% | $68,494-45.0% |
| Participation rate | 90.2% | 75.0%+15.2pp | 82.4%+7.8pp | 67.9%+22.3pp |
| Annual return | -14.03% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,191 | $6,110+115.9% | $7,446+77.1% | $4,027+227.5% |
| Admin fee / account holder | $394 | $6,275-93.7% | $10,010-96.1% | $5,403-92.7% |