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 | $337,034 | $176,056+91.4% | $159,436+111.4% | $167,490+101.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.01% | 331.75%-315.7pp | 263.57%-247.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $15,247 | $5,297+187.8% | $4,829+215.7% | $4,837+215.2% |
| Participant deferral / active EE | $2,313 | $7,750-70.2% | $7,352-68.5% | $6,341-63.5% |
| Admin fee / account holder | $60,508 | $12,554+382.0% | $10,799+460.3% | $12,309+391.6% |