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 | $260,631 | $95,266+173.6% | $82,389+216.3% | $142,382+83.1% |
| Participation rate | 82.6% | 74.5%+8.1pp | 69.5%+13.1pp | 80.1%+2.5pp |
| Annual return | 15.31% | 25.74%-10.4pp | 28.67%-13.4pp | 217.08%-201.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,367 | $4,809+74.0% | $4,155+101.4% | $6,507+28.6% |
| Admin fee / account holder | $13,356 | $8,563+56.0% | $7,231+84.7% | $12,624+5.8% |