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 | $44,743 | $76,367-41.4% | $93,606-52.2% | $72,985-38.7% |
| Participation rate | 95.6% | 71.7%+23.8pp | 75.8%+19.7pp | 69.5%+26.1pp |
| Annual return | 9.44% | 25.82%-16.4pp | 32.76%-23.3pp | 81.00%-71.6pp |
| Employer contribution / active EE | $1,778 | $2,275-21.9% | $2,718-34.6% | $2,440-27.1% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,315 | $6,838-66.2% | $7,888-70.7% | $5,124-54.8% |