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 | $468,878 | $203,436+130.5% | $152,466+207.5% | $167,490+179.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 15.21% | 13.80%+1.4pp | 757.33%-742.1pp | 478.56%-463.3pp |
| Employer contribution / active EE | $451 | $5,220-91.4% | $4,327-89.6% | $4,837-90.7% |
| Participant deferral / active EE | $16,555 | $6,716+146.5% | $5,820+184.4% | $6,341+161.1% |
| Admin fee / account holder | $110,497 | $22,506+391.0% | $15,805+599.1% | $12,309+797.7% |