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 4-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 | $26,097 | $159,602-83.6% | $150,045-82.6% | $142,382-81.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.02% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $760 | $4,961-84.7% | $4,693-83.8% | $4,299-82.3% |
| Participant deferral / active EE | $4,705 | $8,310-43.4% | $7,997-41.2% | $6,507-27.7% |
| Admin fee / account holder | $4,688 | $14,846-68.4% | $13,435-65.1% | $12,624-62.9% |