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 | $307,447 | $293,860+4.6% | $237,244+29.6% | $357,791-14.1% |
| Participation rate | 85.7% | 84.2%+1.5pp | 80.3%+5.5pp | 85.6%+0.1pp |
| Annual return | 16.57% | 4677.97%-4661.4pp | 4131.29%-4114.7pp | 396.79%-380.2pp |
| Employer contribution / active EE | $2,736 | $5,523-50.5% | $4,351-37.1% | $7,508-63.6% |
| Participant deferral / active EE | $10,872 | $4,397+147.3% | $4,056+168.1% | $5,521+96.9% |
| Admin fee / account holder | $9,476 | $21,223-55.3% | $18,030-47.4% | $28,387-66.6% |