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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $326,718 | $115,882+181.9% | $100,516+225.0% | $158,922+105.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -1.26% | 34.79%-36.0pp | 30.89%-32.1pp | 302.83%-304.1pp |
| Employer contribution / active EE | $3,250 | $4,103-20.8% | $3,418-4.9% | $4,761-31.7% |
| Participant deferral / active EE | $1,855 | $6,674-72.2% | $6,270-70.4% | $5,982-69.0% |
| Admin fee / account holder | $1,439 | $10,995-86.9% | $8,081-82.2% | $11,246-87.2% |