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.
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 | $35,050 | $127,065-72.4% | $113,168-69.0% | $142,382-75.4% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 32.14% | 24.03%+8.1pp | 24.27%+7.9pp | 217.08%-184.9pp |
| Employer contribution / active EE | $628 | $3,442-81.8% | $2,975-78.9% | $4,299-85.4% |
| Participant deferral / active EE | $3,419 | $5,716-40.2% | $5,107-33.0% | $6,507-47.5% |
| Admin fee / account holder | $1,836 | $15,736-88.3% | $12,068-84.8% | $12,624-85.5% |