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 | $257,417 | $110,257+133.5% | $96,544+166.6% | $139,434+84.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 3.94% | 26.32%-22.4pp | 25.84%-21.9pp | 372.94%-369.0pp |
| Employer contribution / active EE | $18,796 | $3,620+419.3% | $2,965+533.9% | $4,751+295.6% |
| Participant deferral / active EE | $12,199 | $5,548+119.9% | $4,851+151.5% | $6,710+81.8% |
| Admin fee / account holder | $5,946 | $11,591-48.7% | $8,252-27.9% | $11,403-47.8% |