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.
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 | $276,595 | $179,726+53.9% | $156,263+77.0% | $142,382+94.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 9.57% | 77.86%-68.3pp | 59.47%-49.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,938 | $5,069-61.8% | $4,333-55.3% | $4,299-54.9% |
| Participant deferral / active EE | $7,165 | $6,956+3.0% | $6,158+16.3% | $6,507+10.1% |
| Admin fee / account holder | $117,450 | $17,272+580.0% | $14,255+723.9% | $12,624+830.4% |