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 8-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 | $324,517 | $102,604+216.3% | $86,188+276.5% | $139,434+132.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.44% | 1922.51%-1910.1pp | 1168.45%-1156.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $417 | $3,032-86.2% | $2,380-82.5% | $4,751-91.2% |
| Participant deferral / active EE | $6,595 | $4,676+41.1% | $3,985+65.5% | $6,710-1.7% |
| Admin fee / account holder | $5,082 | $8,657-41.3% | $6,852-25.8% | $11,403-55.4% |