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 | $288,449 | $217,402+32.7% | $185,823+55.2% | $167,490+72.2% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 5.66% | 148.36%-142.7pp | 122.05%-116.4pp | 478.56%-472.9pp |
| Employer contribution / active EE | $6,104 | $5,873+3.9% | $5,167+18.1% | $4,837+26.2% |
| Participant deferral / active EE | $2,088 | $6,356-67.2% | $5,568-62.5% | $6,341-67.1% |
| Admin fee / account holder | $3,693 | $19,811-81.4% | $16,237-77.3% | $12,309-70.0% |