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 | $251,740 | $214,378+17.4% | $200,582+25.5% | $142,382+76.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 15.19% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $423 | $6,841-93.8% | $6,419-93.4% | $4,299-90.2% |
| Participant deferral / active EE | $14,679 | $9,865+48.8% | $9,331+57.3% | $6,507+125.6% |
| Admin fee / account holder | $5,210 | $17,692-70.5% | $16,305-68.0% | $12,624-58.7% |