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 | $364,955 | $165,335+120.7% | $149,696+143.8% | $158,922+129.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.45% | 348.15%-341.7pp | 276.60%-270.1pp | 302.83%-296.4pp |
| Employer contribution / active EE | $390 | $5,103-92.4% | $4,644-91.6% | $4,761-91.8% |
| Participant deferral / active EE | $6,509 | $7,181-9.4% | $6,842-4.9% | $5,982+8.8% |
| Admin fee / account holder | $8,639 | $10,807-20.1% | $9,309-7.2% | $11,246-23.2% |