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 | $435,611 | $157,256+177.0% | $141,162+208.6% | $152,861+185.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.46% | 64.32%-40.9pp | 71.39%-47.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $13,110 | $5,261+149.2% | $4,735+176.9% | $4,762+175.3% |
| Participant deferral / active EE | $330 | $7,109-95.4% | $6,709-95.1% | $5,850-94.4% |
| Admin fee / account holder | $6,964 | $12,120-42.5% | $10,261-32.1% | $11,596-39.9% |