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 | $75,593 | $99,985-24.4% | $146,665-48.5% | $85,850-11.9% |
| Participation rate | 73.2% | 73.1%+0.2pp | 80.1%-6.9pp | 69.3%+3.9pp |
| Annual return | 17.30% | 18.93%-1.6pp | 22.74%-5.4pp | 318.53%-301.2pp |
| Employer contribution / active EE | $450 | $2,559-82.4% | $4,136-89.1% | $2,565-82.5% |
| Participant deferral / active EE | $3,172 | $4,006-20.8% | $5,506-42.4% | $3,952-19.7% |
| Admin fee / account holder | $827 | $7,702-89.3% | $10,280-92.0% | $6,260-86.8% |