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 | $725,413 | $138,065+425.4% | $123,544+487.2% | $135,375+435.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 17.80% | 153.68%-135.9pp | 119.20%-101.4pp | 519.73%-501.9pp |
| Employer contribution / active EE | $1,084 | $5,151-79.0% | $4,628-76.6% | $4,779-77.3% |
| Participant deferral / active EE | $1,118 | $6,799-83.6% | $6,426-82.6% | $5,609-80.1% |
| Admin fee / account holder | $6,948 | $10,916-36.4% | $9,284-25.2% | $10,827-35.8% |