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 8-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.
Participant 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 | $275,458 | $176,056+56.5% | $159,436+72.8% | $167,490+64.5% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 18.50% | 331.75%-313.2pp | 263.57%-245.1pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,620 | $5,297-69.4% | $4,829-66.5% | $4,837-66.5% |
| Participant deferral / active EE | $1,080 | $7,750-86.1% | $7,352-85.3% | $6,341-83.0% |
| Admin fee / account holder | $41,694 | $12,554+232.1% | $10,799+286.1% | $12,309+238.7% |