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.
Participant 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 | $379,749 | $83,477+354.9% | $125,175+203.4% | $72,985+420.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 16.12% | 25.78%-9.7pp | 43.79%-27.7pp | 81.00%-64.9pp |
| Employer contribution / active EE | $20,432 | $2,345+771.2% | $3,865+428.6% | $2,440+737.4% |
| Participant deferral / active EE | $636 | $3,585-82.3% | $4,937-87.1% | $3,607-82.4% |
| Admin fee / account holder | $3,494 | $5,517-36.7% | $9,702-64.0% | $5,124-31.8% |