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.)
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 | $215,020 | $138,044+55.8% | $125,339+71.6% | $134,475+59.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.72% | 750.33%-781.0pp | 572.05%-602.8pp | 417.96%-448.7pp |
| Employer contribution / active EE | $242 | $5,243-95.4% | $4,814-95.0% | $4,740-94.9% |
| Participant deferral / active EE | $3,500 | $7,799-55.1% | $7,446-53.0% | $6,400-45.3% |
| Admin fee / account holder | $16,959 | $11,571+46.6% | $10,010+69.4% | $11,426+48.4% |