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 | $259,795 | $110,257+135.6% | $96,544+169.1% | $139,434+86.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.44% | 26.32%-11.9pp | 25.84%-11.4pp | 372.94%-358.5pp |
| Employer contribution / active EE | $5,385 | $3,620+48.8% | $2,965+81.6% | $4,751+13.3% |
| Participant deferral / active EE | $1,212 | $5,548-78.2% | $4,851-75.0% | $6,710-81.9% |
| Admin fee / account holder | $8,463 | $11,591-27.0% | $8,252+2.6% | $11,403-25.8% |