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.)
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 | $72,042 | $64,707+11.3% | $112,228-35.8% | $68,494+5.2% |
| Participation rate | 79.5% | 67.2%+12.4pp | 75.1%+4.5pp | 67.9%+11.7pp |
| Annual return | -10.67% | -11.40%+0.7pp | 27.45%-38.1pp | -7.84%-2.8pp |
| Employer contribution / active EE | $629 | $2,746-77.1% | $3,635-82.7% | $2,596-75.8% |
| Participant deferral / active EE | $3,028 | $3,565-15.0% | $4,728-35.9% | $4,027-24.8% |
| Admin fee / account holder | $2,442 | $5,232-53.3% | $6,410-61.9% | $5,403-54.8% |