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 | $302,453 | $209,832+44.1% | $189,513+59.6% | $167,490+80.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.06% | 748.27%-729.2pp | 555.15%-536.1pp | 478.56%-459.5pp |
| Employer contribution / active EE | $1,364 | $6,914-80.3% | $6,162-77.9% | $4,837-71.8% |
| Participant deferral / active EE | $10,979 | $8,935+22.9% | $8,221+33.5% | $6,341+73.1% |
| Admin fee / account holder | $5,468 | $14,293-61.7% | $12,045-54.6% | $12,309-55.6% |