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 | $379,086 | $91,552+314.1% | $133,956+183.0% | $79,858+374.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -1.66% | 61.85%-63.5pp | 45.09%-46.7pp | 31.71%-33.4pp |
| Employer contribution / active EE | $9,073 | $2,384+280.6% | $3,919+131.5% | $2,471+267.2% |
| Participant deferral / active EE | $724 | $3,733-80.6% | $5,048-85.7% | $3,740-80.6% |
| Admin fee / account holder | $5,751 | $6,321-9.0% | $8,927-35.6% | $5,306+8.4% |