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 | $276,510 | $95,803+188.6% | $113,168+144.3% | $84,808+226.0% |
| Participation rate | 75.9% | 72.9%+3.0pp | 76.6%-0.7pp | 68.3%+7.6pp |
| Annual return | 13.65% | 25.00%-11.4pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $635 | $2,360-73.1% | $2,975-78.7% | $2,631-75.9% |
| Participant deferral / active EE | $5,010 | $4,242+18.1% | $5,107-1.9% | $4,212+19.0% |
| Admin fee / account holder | $1,335 | $8,989-85.1% | $12,068-88.9% | $7,344-81.8% |