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 | $257,650 | $124,185+107.5% | $108,410+137.7% | $167,490+53.8% |
| Participation rate | 92.9% | 82.3%+10.6pp | 80.1%+12.7pp | 82.1%+10.8pp |
| Annual return | 10.85% | 1379.64%-1368.8pp | 905.27%-894.4pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,541 | $4,187-63.2% | $3,558-56.7% | $4,837-68.1% |
| Participant deferral / active EE | $2,211 | $6,908-68.0% | $6,563-66.3% | $6,341-65.1% |
| Admin fee / account holder | $5,660 | $9,455-40.1% | $7,295-22.4% | $12,309-54.0% |