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 | $373,796 | $176,812+111.4% | $146,665+154.9% | $167,490+123.2% |
| Participation rate | 93.8% | 83.6%+10.1pp | 80.1%+13.7pp | 82.1%+11.6pp |
| Annual return | 8.85% | 24.03%-15.2pp | 22.74%-13.9pp | 478.56%-469.7pp |
| Employer contribution / active EE | $154 | $5,160-97.0% | $4,136-96.3% | $4,837-96.8% |
| Participant deferral / active EE | $5,974 | $6,440-7.2% | $5,506+8.5% | $6,341-5.8% |
| Admin fee / account holder | $5,823 | $13,259-56.1% | $10,280-43.4% | $12,309-52.7% |