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 | $307,384 | $160,055+92.0% | $140,016+119.5% | $135,375+127.1% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | -4.99% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $280 | $6,420-95.6% | $5,606-95.0% | $4,779-94.1% |
| Participant deferral / active EE | $8,734 | $7,642+14.3% | $6,927+26.1% | $5,609+55.7% |
| Admin fee / account holder | $42,232 | $13,328+216.9% | $10,705+294.5% | $10,827+290.1% |