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 | $346,502 | $238,490+45.3% | $180,183+92.3% | $142,382+143.4% |
| Participation rate | 87.5% | 82.3%+5.2pp | 77.4%+10.1pp | 80.1%+7.4pp |
| Annual return | 14.63% | 33.56%-18.9pp | 27.86%-13.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $0 | $6,143-100.0% | $5,039-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $632 | $7,996-92.1% | $6,822-90.7% | $6,507-90.3% |
| Admin fee / account holder | $13,032 | $28,866-54.9% | $19,975-34.8% | $12,624+3.2% |