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 | $366,945 | $154,117+138.1% | $129,995+182.3% | $139,434+163.2% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 17.15% | 32.48%-15.3pp | -137.18%+154.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $953 | $5,289-82.0% | $4,320-77.9% | $4,751-79.9% |
| Participant deferral / active EE | $3,062 | $6,710-54.4% | $5,820-47.4% | $6,710-54.4% |
| Admin fee / account holder | $1,567 | $14,007-88.8% | $10,614-85.2% | $11,403-86.3% |