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.)
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 | $127,753 | $138,347-7.7% | $184,203-30.6% | $80,856+58.0% |
| Participation rate | 73.5% | 83.9%-10.3pp | 86.8%-13.3pp | 67.6%+5.9pp |
| Annual return | 9.61% | 20.02%-10.4pp | 28.81%-19.2pp | 35.59%-26.0pp |
| Employer contribution / active EE | $180 | $4,850-96.3% | $6,427-97.2% | $2,755-93.5% |
| Participant deferral / active EE | $3,756 | $7,071-46.9% | $9,131-58.9% | $4,296-12.6% |
| Admin fee / account holder | $4,456 | $10,483-57.5% | $13,901-67.9% | $6,918-35.6% |