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.)
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 | $100,203 | $95,803+4.6% | $113,168-11.5% | $84,808+18.2% |
| Participation rate | 70.0% | 72.9%-2.9pp | 76.6%-6.6pp | 68.3%+1.7pp |
| Annual return | 10.02% | 25.00%-15.0pp | 24.27%-14.2pp | 40.90%-30.9pp |
| Employer contribution / active EE | $299 | $2,360-87.3% | $2,975-89.9% | $2,631-88.6% |
| Participant deferral / active EE | $2,611 | $4,242-38.4% | $5,107-48.9% | $4,212-38.0% |
| Admin fee / account holder | $1,801 | $8,989-80.0% | $12,068-85.1% | $7,344-75.5% |