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 | $60,518 | $109,413-44.7% | $156,263-61.3% | $84,808-28.6% |
| Participation rate | 90.9% | 72.7%+18.2pp | 78.9%+12.0pp | 68.3%+22.6pp |
| Annual return | 9.43% | 20.18%-10.7pp | 59.47%-50.0pp | 40.90%-31.5pp |
| Employer contribution / active EE | $6,699 | $2,907+130.5% | $4,333+54.6% | $2,631+154.6% |
| Participant deferral / active EE | $1,526 | $4,590-66.7% | $6,158-75.2% | $4,212-63.8% |
| Admin fee / account holder | $2,131 | $9,357-77.2% | $14,255-85.1% | $7,344-71.0% |