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 6-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 | $12,272 | $95,266-87.1% | $82,389-85.1% | $142,382-91.4% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.5%+8.2pp | 80.1%-2.3pp |
| Annual return | 11.86% | 25.74%-13.9pp | 28.67%-16.8pp | 217.08%-205.2pp |
| Employer contribution / active EE | $245 | $2,991-91.8% | $2,517-90.3% | $4,299-94.3% |
| Participant deferral / active EE | $2,726 | $4,809-43.3% | $4,155-34.4% | $6,507-58.1% |
| Admin fee / account holder | $3,524 | $8,563-58.8% | $7,231-51.3% | $12,624-72.1% |