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 | $490,743 | $177,572+176.4% | $154,803+217.0% | $142,382+244.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.89% | 65.07%-39.2pp | 58.88%-33.0pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,875 | $4,810-61.0% | $4,305-56.5% | $4,299-56.4% |
| Participant deferral / active EE | $900 | $6,272-85.6% | $5,540-83.8% | $6,507-86.2% |
| Admin fee / account holder | $18,777 | $16,786+11.9% | $14,329+31.0% | $12,624+48.7% |