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.)
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 | $661,847 | $176,056+275.9% | $159,436+315.1% | $167,490+295.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.11% | 331.75%-325.6pp | 263.57%-257.5pp | 478.56%-472.4pp |
| Employer contribution / active EE | $920 | $5,297-82.6% | $4,829-81.0% | $4,837-81.0% |
| Participant deferral / active EE | $12,042 | $7,750+55.4% | $7,352+63.8% | $6,341+89.9% |
| Admin fee / account holder | $27,222 | $12,554+116.8% | $10,799+152.1% | $12,309+121.2% |