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 | $417,560 | $138,065+202.4% | $123,544+238.0% | $135,375+208.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.26% | 153.68%-158.9pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $4,575 | $5,151-11.2% | $4,628-1.1% | $4,779-4.3% |
| Participant deferral / active EE | $1,326 | $6,799-80.5% | $6,426-79.4% | $5,609-76.4% |
| Admin fee / account holder | $17,912 | $10,916+64.1% | $9,284+92.9% | $10,827+65.4% |