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 | $503,072 | $214,378+134.7% | $200,582+150.8% | $142,382+253.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.59% | 46.41%-36.8pp | 42.33%-32.7pp | 217.08%-207.5pp |
| Employer contribution / active EE | $3,238 | $6,841-52.7% | $6,419-49.6% | $4,299-24.7% |
| Participant deferral / active EE | $1,237 | $9,865-87.5% | $9,331-86.7% | $6,507-81.0% |
| Admin fee / account holder | $25,037 | $17,692+41.5% | $16,305+53.6% | $12,624+98.3% |