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 7-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 | $546,441 | $177,572+207.7% | $154,803+253.0% | $142,382+283.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 13.20% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,093 | $4,810-77.3% | $4,305-74.6% | $4,299-74.6% |
| Participant deferral / active EE | $1,201 | $6,272-80.9% | $5,540-78.3% | $6,507-81.5% |
| Admin fee / account holder | $3,199 | $16,786-80.9% | $14,329-77.7% | $12,624-74.7% |