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 | $483,823 | $159,602+203.1% | $150,045+222.5% | $142,382+239.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 21.22% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $10,696 | $4,961+115.6% | $4,693+127.9% | $4,299+148.8% |
| Participant deferral / active EE | $577 | $8,310-93.1% | $7,997-92.8% | $6,507-91.1% |
| Admin fee / account holder | $899 | $14,846-93.9% | $13,435-93.3% | $12,624-92.9% |