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 | $264,112 | $148,534+77.8% | $135,903+94.3% | $139,434+89.4% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 11.30% | 79.19%-67.9pp | 68.23%-56.9pp | 372.94%-361.6pp |
| Employer contribution / active EE | $9,754 | $5,243+86.0% | $4,856+100.9% | $4,751+105.3% |
| Participant deferral / active EE | $9,003 | $8,100+11.1% | $7,758+16.0% | $6,710+34.2% |
| Admin fee / account holder | $1,322 | $12,400-89.3% | $10,762-87.7% | $11,403-88.4% |