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 | $91,902 | $102,317-10.2% | $146,958-37.5% | $80,856+13.7% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.2%+5.9pp | 67.6%+20.5pp |
| Annual return | 14.86% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $329 | $3,713-91.1% | $4,933-93.3% | $2,755-88.1% |
| Participant deferral / active EE | $3,303 | $6,644-50.3% | $8,070-59.1% | $4,296-23.1% |
| Admin fee / account holder | $12,345 | $7,941+55.5% | $12,998-5.0% | $6,918+78.5% |