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 | $318,761 | $165,335+92.8% | $149,696+112.9% | $158,922+100.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.86% | 348.15%-346.3pp | 276.60%-274.7pp | 302.83%-301.0pp |
| Employer contribution / active EE | $16,869 | $5,103+230.6% | $4,644+263.2% | $4,761+254.3% |
| Participant deferral / active EE | $1,880 | $7,181-73.8% | $6,842-72.5% | $5,982-68.6% |
| Admin fee / account holder | $11,338 | $10,807+4.9% | $9,309+21.8% | $11,246+0.8% |