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 | $256,299 | $270,399-5.2% | $209,409+22.4% | $357,791-28.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 19.38% | 194.89%-175.5pp | 159.49%-140.1pp | 396.79%-377.4pp |
| Employer contribution / active EE | $3,439 | $6,982-50.7% | $5,035-31.7% | $7,508-54.2% |
| Participant deferral / active EE | $7,433 | $4,606+61.4% | $4,230+75.7% | $5,521+34.6% |
| Admin fee / account holder | $10,249 | $18,969-46.0% | $16,474-37.8% | $28,387-63.9% |