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 | $153,778 | $87,733+75.3% | $106,548+44.3% | $85,850+79.1% |
| Participation rate | 72.0% | 71.9%+0.1pp | 76.1%-4.1pp | 69.3%+2.7pp |
| Annual return | 10.16% | 21.86%-11.7pp | 26.80%-16.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,074 | $3,469+17.4% | $4,398-7.4% | $3,952+3.1% |
| Admin fee / account holder | $27,416 | $6,767+305.1% | $7,407+270.1% | $6,260+338.0% |