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 | $318,184 | $74,888+324.9% | $71,209+346.8% | $142,382+123.5% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 12.67% | 345.14%-332.5pp | 282.51%-269.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $6,250 | $2,854+119.0% | $2,721+129.7% | $4,299+45.4% |
| Participant deferral / active EE | $5,482 | $4,454+23.1% | $4,175+31.3% | $6,507-15.8% |
| Admin fee / account holder | $12,871 | $5,568+131.2% | $5,349+140.6% | $12,624+2.0% |