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 | $62,512 | $148,534-57.9% | $135,903-54.0% | $139,434-55.2% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 17.69% | 79.19%-61.5pp | 68.23%-50.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $585 | $5,243-88.9% | $4,856-88.0% | $4,751-87.7% |
| Participant deferral / active EE | $9,240 | $8,100+14.1% | $7,758+19.1% | $6,710+37.7% |
| Admin fee / account holder | $372 | $12,400-97.0% | $10,762-96.5% | $11,403-96.7% |