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.
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 | $616,112 | $214,378+187.4% | $200,582+207.2% | $142,382+332.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 12.17% | 46.41%-34.2pp | 42.33%-30.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,003 | $6,841-70.7% | $6,419-68.8% | $4,299-53.4% |
| Participant deferral / active EE | $2,053 | $9,865-79.2% | $9,331-78.0% | $6,507-68.5% |
| Admin fee / account holder | $977 | $17,692-94.5% | $16,305-94.0% | $12,624-92.3% |