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 | $466,267 | $202,318+130.5% | $172,739+169.9% | $152,861+205.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.58% | 1029.65%-1004.1pp | 802.84%-777.3pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,118 | $5,856-80.9% | $5,143-78.3% | $4,762-76.5% |
| Participant deferral / active EE | $4,519 | $5,948-24.0% | $5,198-13.1% | $5,850-22.8% |
| Admin fee / account holder | $14,159 | $17,109-17.2% | $13,954+1.5% | $11,596+22.1% |