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.)
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 | $388,459 | $159,602+143.4% | $150,045+158.9% | $142,382+172.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.79% | 70.24%-61.4pp | 62.55%-53.8pp | 217.08%-208.3pp |
| Employer contribution / active EE | $5,525 | $4,961+11.4% | $4,693+17.7% | $4,299+28.5% |
| Participant deferral / active EE | $2,100 | $8,310-74.7% | $7,997-73.7% | $6,507-67.7% |
| Admin fee / account holder | $1,772 | $14,846-88.1% | $13,435-86.8% | $12,624-86.0% |