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 | $333,396 | $197,591+68.7% | $177,821+87.5% | $158,922+109.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.68% | 58.76%-57.1pp | 48.32%-46.6pp | 302.83%-301.2pp |
| Employer contribution / active EE | $16,667 | $6,697+148.9% | $5,918+181.6% | $4,761+250.1% |
| Participant deferral / active EE | $1,300 | $8,405-84.5% | $7,714-83.1% | $5,982-78.3% |
| Admin fee / account holder | $1,060 | $15,399-93.1% | $12,427-91.5% | $11,246-90.6% |