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 | $1,153,147 | $176,056+555.0% | $159,436+623.3% | $167,490+588.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.11% | 331.75%-311.6pp | 263.57%-243.5pp | 478.56%-458.4pp |
| Employer contribution / active EE | $1,529 | $5,297-71.1% | $4,829-68.3% | $4,837-68.4% |
| Participant deferral / active EE | $2,200 | $7,750-71.6% | $7,352-70.1% | $6,341-65.3% |
| Admin fee / account holder | $43,507 | $12,554+246.6% | $10,799+302.9% | $12,309+253.5% |