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 | $273,756 | $159,602+71.5% | $150,045+82.4% | $142,382+92.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.28% | 70.24%-63.0pp | 62.55%-55.3pp | 217.08%-209.8pp |
| Employer contribution / active EE | $691 | $4,961-86.1% | $4,693-85.3% | $4,299-83.9% |
| Participant deferral / active EE | $6,275 | $8,310-24.5% | $7,997-21.5% | $6,507-3.6% |
| Admin fee / account holder | $3,800 | $14,846-74.4% | $13,435-71.7% | $12,624-69.9% |