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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $589,033 | $297,529+98.0% | $246,525+138.9% | $357,791+64.6% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 19.46% | -2.25%+21.7pp | 0.46%+19.0pp | 396.79%-377.3pp |
| Employer contribution / active EE | $1,749 | $8,709-79.9% | $7,467-76.6% | $7,508-76.7% |
| Participant deferral / active EE | $8,720 | $6,076+43.5% | $5,422+60.8% | $5,521+58.0% |
| Admin fee / account holder | $5,670 | $16,212-65.0% | $16,551-65.7% | $28,387-80.0% |