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 | $177,118 | $72,012+146.0% | $185,823-4.7% | $79,858+121.8% |
| Participation rate | 70.3% | 65.8%+4.5pp | 78.0%-7.8pp | 69.6%+0.6pp |
| Annual return | 17.68% | 23.12%-5.4pp | 35.95%-18.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $179 | $1,965-90.9% | $4,087-95.6% | $2,471-92.7% |
| Participant deferral / active EE | $7,648 | $3,779+102.4% | $5,632+35.8% | $3,740+104.5% |
| Admin fee / account holder | $1,708 | $4,513-62.2% | $9,500-82.0% | $5,306-67.8% |