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 | $323,128 | $209,411+54.3% | $178,490+81.0% | $158,922+103.3% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 5.06% | 188.75%-183.7pp | 151.07%-146.0pp | 302.83%-297.8pp |
| Employer contribution / active EE | $6,225 | $5,706+9.1% | $5,011+24.2% | $4,761+30.7% |
| Participant deferral / active EE | $669 | $5,954-88.8% | $5,202-87.1% | $5,982-88.8% |
| Admin fee / account holder | $17,761 | $17,074+4.0% | $13,984+27.0% | $11,246+57.9% |