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 | $325,547 | $115,882+180.9% | $100,516+223.9% | $158,922+104.8% |
| Participation rate | 95.8% | 81.6%+14.3pp | 79.4%+16.4pp | 82.0%+13.9pp |
| Annual return | 11.78% | 34.79%-23.0pp | 30.89%-19.1pp | 302.83%-291.0pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $11,791 | $6,674+76.7% | $6,270+88.1% | $5,982+97.1% |
| Admin fee / account holder | $2,085 | $10,995-81.0% | $8,081-74.2% | $11,246-81.5% |