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 | $338,856 | $160,055+111.7% | $140,016+142.0% | $135,375+150.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.33% | 911.38%-914.7pp | 651.12%-654.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $7,121 | $6,420+10.9% | $5,606+27.0% | $4,779+49.0% |
| Participant deferral / active EE | $2,387 | $7,642-68.8% | $6,927-65.5% | $5,609-57.4% |
| Admin fee / account holder | $71,315 | $13,328+435.1% | $10,705+566.2% | $10,827+558.7% |