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 | $300,518 | $99,341+202.5% | $84,750+254.6% | $273,961+9.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.41% | 22.93%-14.5pp | 22.78%-14.4pp | 41.45%-33.0pp |
| Employer contribution / active EE | $8,999 | $4,214+113.6% | $3,574+151.8% | $4,869+84.8% |
| Participant deferral / active EE | $407 | $4,269-90.5% | $3,712-89.0% | $5,287-92.3% |
| Admin fee / account holder | $4,084 | $6,644-38.5% | $5,332-23.4% | $10,132-59.7% |