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 | $274,234 | $197,591+38.8% | $177,821+54.2% | $158,922+72.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.66% | 58.76%-36.1pp | 48.32%-25.7pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,513 | $6,697-77.4% | $5,918-74.4% | $4,761-68.2% |
| Participant deferral / active EE | $2,898 | $8,405-65.5% | $7,714-62.4% | $5,982-51.6% |
| Admin fee / account holder | $1,768 | $15,399-88.5% | $12,427-85.8% | $11,246-84.3% |