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 | $340,789 | $209,411+62.7% | $178,490+90.9% | $158,922+114.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.00% | 188.75%-178.8pp | 151.07%-141.1pp | 302.83%-292.8pp |
| Employer contribution / active EE | $623 | $5,706-89.1% | $5,011-87.6% | $4,761-86.9% |
| Participant deferral / active EE | $12,757 | $5,954+114.2% | $5,202+145.2% | $5,982+113.2% |
| Admin fee / account holder | $20,442 | $17,074+19.7% | $13,984+46.2% | $11,246+81.8% |