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 | $258,646 | $202,318+27.8% | $172,739+49.7% | $152,861+69.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.70% | 1029.65%-1006.0pp | 802.84%-779.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $3,602 | $5,856-38.5% | $5,143-30.0% | $4,762-24.4% |
| Participant deferral / active EE | $1,780 | $5,948-70.1% | $5,198-65.8% | $5,850-69.6% |
| Admin fee / account holder | $8,619 | $17,109-49.6% | $13,954-38.2% | $11,596-25.7% |