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 | $268,011 | $117,841+127.4% | $102,423+161.7% | $145,922+83.7% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 13.18% | 31.65%-18.5pp | 29.32%-16.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $568 | $3,615-84.3% | $3,023-81.2% | $4,660-87.8% |
| Participant deferral / active EE | $7,035 | $5,731+22.8% | $5,053+39.2% | $6,688+5.2% |
| Admin fee / account holder | $29,542 | $13,326+121.7% | $9,451+212.6% | $13,397+120.5% |