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 | $284,099 | $270,399+5.1% | $209,409+35.7% | $357,791-20.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 12.23% | 194.89%-182.7pp | 159.49%-147.3pp | 396.79%-384.6pp |
| Employer contribution / active EE | $999 | $6,982-85.7% | $5,035-80.2% | $7,508-86.7% |
| Participant deferral / active EE | $8,226 | $4,606+78.6% | $4,230+94.5% | $5,521+49.0% |
| Admin fee / account holder | $15,008 | $18,969-20.9% | $16,474-8.9% | $28,387-47.1% |