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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $550,639 | $209,832+162.4% | $189,513+190.6% | $167,490+228.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.23% | 748.27%-741.0pp | 555.15%-547.9pp | 478.56%-471.3pp |
| Employer contribution / active EE | $882 | $6,914-87.2% | $6,162-85.7% | $4,837-81.8% |
| Participant deferral / active EE | $16,250 | $8,935+81.9% | $8,221+97.7% | $6,341+156.3% |
| Admin fee / account holder | $156,497 | $14,293+994.9% | $12,045+1199.3% | $12,309+1171.4% |