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 | $342,173 | $117,983+190.0% | $101,794+236.1% | $142,382+140.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 8.17% | 36.92%-28.7pp | 30.53%-22.4pp | 217.08%-208.9pp |
| Employer contribution / active EE | $2,496 | $2,773-10.0% | $2,289+9.1% | $4,299-41.9% |
| Participant deferral / active EE | $9,069 | $4,714+92.4% | $4,084+122.1% | $6,507+39.4% |
| Admin fee / account holder | $14,082 | $10,433+35.0% | $8,777+60.4% | $12,624+11.6% |