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 | $523,106 | $297,529+75.8% | $246,525+112.2% | $357,791+46.2% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 12.91% | -2.25%+15.2pp | 0.46%+12.4pp | 396.79%-383.9pp |
| Employer contribution / active EE | $25,883 | $8,709+197.2% | $7,467+246.6% | $7,508+244.8% |
| Participant deferral / active EE | $4,980 | $6,076-18.0% | $5,422-8.2% | $5,521-9.8% |
| Admin fee / account holder | $30,495 | $16,212+88.1% | $16,551+84.3% | $28,387+7.4% |