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 | $336,912 | $176,812+90.5% | $146,665+129.7% | $167,490+101.2% |
| Participation rate | 72.2% | 83.6%-11.4pp | 80.1%-7.8pp | 82.1%-9.9pp |
| Annual return | 20.81% | 24.03%-3.2pp | 22.74%-1.9pp | 478.56%-457.7pp |
| Employer contribution / active EE | $14,045 | $5,160+172.2% | $4,136+239.6% | $4,837+190.3% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $4,695 | $13,259-64.6% | $10,280-54.3% | $12,309-61.9% |