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 | $283,523 | $98,240+188.6% | $82,313+244.4% | $147,584+92.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 1.09% | 30.85%-29.8pp | 25.88%-24.8pp | 578.55%-577.5pp |
| Employer contribution / active EE | $576 | $3,192-82.0% | $2,428-76.3% | $4,876-88.2% |
| Participant deferral / active EE | $864 | $4,383-80.3% | $3,706-76.7% | $5,439-84.1% |
| Admin fee / account holder | $739 | $8,563-91.4% | $5,608-86.8% | $10,885-93.2% |