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 4-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 | $315,980 | $183,519+72.2% | $155,509+103.2% | $145,922+116.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 7.80% | 61.17%-53.4pp | 64.67%-56.9pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,799 | $5,313-66.1% | $4,672-61.5% | $4,660-61.4% |
| Participant deferral / active EE | $692 | $6,462-89.3% | $5,626-87.7% | $6,688-89.6% |
| Admin fee / account holder | $1,278 | $19,313-93.4% | $15,912-92.0% | $13,397-90.5% |