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.
Participant 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 | $254,897 | $201,272+26.6% | $184,203+38.4% | $145,922+74.7% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 9.74% | 29.00%-19.3pp | 28.81%-19.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,902 | $7,022-72.9% | $6,427-70.4% | $4,660-59.2% |
| Participant deferral / active EE | $1,422 | $9,806-85.5% | $9,131-84.4% | $6,688-78.7% |
| Admin fee / account holder | $32,146 | $16,364+96.4% | $13,901+131.2% | $13,397+139.9% |