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 | $282,958 | $198,466+42.6% | $170,442+66.0% | $147,584+91.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.77% | 257.29%-244.5pp | 205.93%-193.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $658 | $6,184-89.4% | $5,433-87.9% | $4,876-86.5% |
| Participant deferral / active EE | $6,451 | $5,629+14.6% | $4,939+30.6% | $5,439+18.6% |
| Admin fee / account holder | $6,366 | $16,852-62.2% | $13,880-54.1% | $10,885-41.5% |