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 | $99,026 | $80,968+22.3% | $96,544+2.6% | $75,163+31.7% |
| Participation rate | 89.5% | 71.8%+17.7pp | 76.0%+13.5pp | 67.2%+22.3pp |
| Annual return | 12.25% | 27.06%-14.8pp | 25.84%-13.6pp | 160.62%-148.4pp |
| Employer contribution / active EE | $474 | $2,282-79.2% | $2,965-84.0% | $2,670-82.3% |
| Participant deferral / active EE | $5,352 | $3,928+36.2% | $4,851+10.3% | $4,125+29.7% |
| Admin fee / account holder | $7,209 | $6,724+7.2% | $8,252-12.6% | $5,651+27.6% |