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 | $363,755 | $107,334+238.9% | $92,893+291.6% | $152,861+138.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.58% | 145.58%-122.0pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $4,250 | $4,221+0.7% | $3,653+16.4% | $4,762-10.7% |
| Participant deferral / active EE | $1,143 | $4,845-76.4% | $4,236-73.0% | $5,850-80.5% |
| Admin fee / account holder | $5,250 | $7,079-25.8% | $5,794-9.4% | $11,596-54.7% |