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 | $272,592 | $106,584+155.8% | $101,326+169.0% | $142,382+91.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.13% | 36.93%-24.8pp | 36.82%-24.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $727 | $3,956-81.6% | $3,665-80.2% | $4,299-83.1% |
| Participant deferral / active EE | $1,363 | $8,297-83.6% | $7,994-83.0% | $6,507-79.1% |
| Admin fee / account holder | $2,318 | $11,446-79.7% | $11,185-79.3% | $12,624-81.6% |