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 | $468,989 | $159,602+193.8% | $150,045+212.6% | $142,382+229.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.09% | 70.24%-59.1pp | 62.55%-51.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,401 | $4,961-71.8% | $4,693-70.2% | $4,299-67.4% |
| Participant deferral / active EE | $1,442 | $8,310-82.7% | $7,997-82.0% | $6,507-77.8% |
| Admin fee / account holder | $11,718 | $14,846-21.1% | $13,435-12.8% | $12,624-7.2% |