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 9-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 | $38,502 | $81,460-52.7% | $103,333-62.7% | $80,856-52.4% |
| Participation rate | 72.3% | 66.8%+5.4pp | 74.5%-2.2pp | 67.6%+4.7pp |
| Annual return | 12.57% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $637 | $3,105-79.5% | $3,868-83.5% | $2,755-76.9% |
| Participant deferral / active EE | $3,623 | $3,869-6.4% | $5,057-28.4% | $4,296-15.7% |
| Admin fee / account holder | $4,343 | $6,566-33.9% | $8,355-48.0% | $6,918-37.2% |