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 | $251,167 | $115,770+117.0% | $101,248+148.1% | $158,922+58.0% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 13.43% | 56.14%-42.7pp | 46.47%-33.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $566 | $4,175-86.5% | $3,660-84.5% | $4,761-88.1% |
| Participant deferral / active EE | $7,730 | $4,957+55.9% | $4,370+76.9% | $5,982+29.2% |
| Admin fee / account holder | $2,913 | $7,245-59.8% | $5,945-51.0% | $11,246-74.1% |