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 | $102,664 | $89,753+14.4% | $107,525-4.5% | $84,808+21.1% |
| Participation rate | 83.0% | 68.1%+14.9pp | 75.1%+7.9pp | 68.3%+14.7pp |
| Annual return | 15.85% | 29.48%-13.6pp | 181.32%-165.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,788 | $4,056+42.7% | $5,116+13.1% | $4,212+37.4% |
| Admin fee / account holder | $1,410 | $7,222-80.5% | $8,919-84.2% | $7,344-80.8% |