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 | $302,196 | $154,117+96.1% | $129,995+132.5% | $139,434+116.7% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 15.85% | 32.48%-16.6pp | -137.18%+153.0pp | 372.94%-357.1pp |
| Employer contribution / active EE | $185 | $5,289-96.5% | $4,320-95.7% | $4,751-96.1% |
| Participant deferral / active EE | $4,309 | $6,710-35.8% | $5,820-26.0% | $6,710-35.8% |
| Admin fee / account holder | $69,826 | $14,007+398.5% | $10,614+557.8% | $11,403+512.4% |