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 | $294,024 | $201,272+46.1% | $184,203+59.6% | $145,922+101.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.57% | 29.00%-16.4pp | 28.81%-16.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,341 | $7,022-80.9% | $6,427-79.1% | $4,660-71.2% |
| Participant deferral / active EE | $15,688 | $9,806+60.0% | $9,131+71.8% | $6,688+134.6% |
| Admin fee / account holder | $2,198 | $16,364-86.6% | $13,901-84.2% | $13,397-83.6% |