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.
Employer 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 | $1,154,916 | $197,591+484.5% | $177,821+549.5% | $158,922+626.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 43.96% | 58.76%-14.8pp | 48.32%-4.4pp | 302.83%-258.9pp |
| Employer contribution / active EE | $322 | $6,697-95.2% | $5,918-94.6% | $4,761-93.2% |
| Participant deferral / active EE | $13,775 | $8,405+63.9% | $7,714+78.6% | $5,982+130.3% |
| Admin fee / account holder | $7,327 | $15,399-52.4% | $12,427-41.0% | $11,246-34.9% |