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 | $343,048 | $150,187+128.4% | $120,354+185.0% | $145,922+135.1% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 16.07% | 154.07%-138.0pp | 107.15%-91.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,230 | $6,173-80.1% | $4,991-75.4% | $6,688-81.6% |
| Admin fee / account holder | $4,962 | $12,207-59.4% | $9,423-47.3% | $13,397-63.0% |