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 | $464,671 | $106,890+334.7% | $84,015+453.1% | $152,861+204.0% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 16.56% | 104.99%-88.4pp | 71.31%-54.7pp | 345.32%-328.8pp |
| Employer contribution / active EE | $5,556 | $2,734+103.2% | $1,983+180.1% | $4,762+16.7% |
| Participant deferral / active EE | $320 | $4,011-92.0% | $3,239-90.1% | $5,850-94.5% |
| Admin fee / account holder | $8,711 | $8,285+5.1% | $6,101+42.8% | $11,596-24.9% |