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 | $91,664 | $100,326-8.6% | $180,183-49.1% | $84,808+8.1% |
| Participation rate | 96.7% | 71.0%+25.7pp | 77.4%+19.3pp | 68.3%+28.4pp |
| Annual return | 12.39% | 17.86%-5.5pp | 27.86%-15.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $7,061 | $3,269+116.0% | $5,039+40.1% | $2,631+168.4% |
| Participant deferral / active EE | $1,178 | $5,066-76.7% | $6,822-82.7% | $4,212-72.0% |
| Admin fee / account holder | $3,292 | $9,674-66.0% | $19,975-83.5% | $7,344-55.2% |