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 | $59,266 | $106,584-44.4% | $101,326-41.5% | $142,382-58.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 8.92% | 36.93%-28.0pp | 36.82%-27.9pp | 217.08%-208.2pp |
| Employer contribution / active EE | $743 | $3,956-81.2% | $3,665-79.7% | $4,299-82.7% |
| Participant deferral / active EE | $466 | $8,297-94.4% | $7,994-94.2% | $6,507-92.8% |
| Admin fee / account holder | $996 | $11,446-91.3% | $11,185-91.1% | $12,624-92.1% |