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 | $277,322 | $176,377+57.2% | $134,143+106.7% | $158,922+74.5% |
| Participation rate | 81.3% | 78.7%+2.5pp | 72.2%+9.1pp | 82.0%-0.7pp |
| Annual return | 14.27% | 63.63%-49.4pp | 36.33%-22.1pp | 302.83%-288.6pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,674 | $4,091+234.2% | $3,499+290.8% | $5,982+128.6% |
| Admin fee / account holder | $30,381 | $8,718+248.5% | $6,684+354.5% | $11,246+170.2% |