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 | $77,035 | $104,974-26.6% | $95,585-19.4% | $142,382-45.9% |
| Participation rate | 76.5% | 75.0%+1.5pp | 72.1%+4.4pp | 80.1%-3.6pp |
| Annual return | 7.56% | 210.33%-202.8pp | 38.56%-31.0pp | 217.08%-209.5pp |
| Employer contribution / active EE | $11,565 | $2,779+316.2% | $2,527+357.7% | $4,299+169.0% |
| Participant deferral / active EE | $0 | $4,352-100.0% | $4,023-100.0% | $6,507-100.0% |
| Admin fee / account holder | $825 | $6,386-87.1% | $6,127-86.5% | $12,624-93.5% |