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.
Employer 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 | $332,317 | $165,335+101.0% | $149,696+122.0% | $158,922+109.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 5.34% | 348.15%-342.8pp | 276.60%-271.3pp | 302.83%-297.5pp |
| Employer contribution / active EE | $138 | $5,103-97.3% | $4,644-97.0% | $4,761-97.1% |
| Participant deferral / active EE | $5,018 | $7,181-30.1% | $6,842-26.7% | $5,982-16.1% |
| Admin fee / account holder | $3,094 | $10,807-71.4% | $9,309-66.8% | $11,246-72.5% |