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 | $320,356 | $106,584+200.6% | $101,326+216.2% | $142,382+125.0% |
| Participation rate | 95.7% | 82.7%+13.0pp | 81.5%+14.2pp | 80.1%+15.5pp |
| Annual return | 12.22% | 36.93%-24.7pp | 36.82%-24.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $14,755 | $8,297+77.8% | $7,994+84.6% | $6,507+126.8% |
| Admin fee / account holder | $6,282 | $11,446-45.1% | $11,185-43.8% | $12,624-50.2% |