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 | $311,698 | $210,408+48.1% | $153,485+103.1% | $145,922+113.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 12.26% | 13.37%-1.1pp | 15.65%-3.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $24,135 | $6,048+299.1% | $5,039+379.0% | $4,660+418.0% |
| Participant deferral / active EE | $632 | $7,975-92.1% | $6,757-90.6% | $6,688-90.5% |
| Admin fee / account holder | $13,269 | $19,419-31.7% | $12,724+4.3% | $13,397-1.0% |