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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $312,304 | $183,519+70.2% | $155,509+100.8% | $145,922+114.0% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 7.83% | 61.17%-53.3pp | 64.67%-56.8pp | 561.29%-553.5pp |
| Employer contribution / active EE | $8,435 | $5,313+58.8% | $4,672+80.5% | $4,660+81.0% |
| Participant deferral / active EE | $1,766 | $6,462-72.7% | $5,626-68.6% | $6,688-73.6% |
| Admin fee / account holder | $24,683 | $19,313+27.8% | $15,912+55.1% | $13,397+84.2% |