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 | $277,271 | $159,602+73.7% | $150,045+84.8% | $142,382+94.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 7.55% | 70.24%-62.7pp | 62.55%-55.0pp | 217.08%-209.5pp |
| Employer contribution / active EE | $3,195 | $4,961-35.6% | $4,693-31.9% | $4,299-25.7% |
| Participant deferral / active EE | $9,995 | $8,310+20.3% | $7,997+25.0% | $6,507+53.6% |
| Admin fee / account holder | $169,380 | $14,846+1040.9% | $13,435+1160.8% | $12,624+1241.8% |