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 | $96,844 | $148,534-34.8% | $135,903-28.7% | $139,434-30.5% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | -2.14% | 79.19%-81.3pp | 68.23%-70.4pp | 372.94%-375.1pp |
| Employer contribution / active EE | $807 | $5,243-84.6% | $4,856-83.4% | $4,751-83.0% |
| Participant deferral / active EE | $3,227 | $8,100-60.2% | $7,758-58.4% | $6,710-51.9% |
| Admin fee / account holder | $1,243 | $12,400-90.0% | $10,762-88.4% | $11,403-89.1% |