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 | $508,251 | $215,361+136.0% | $171,082+197.1% | $273,961+85.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 1.32% | 25.14%-23.8pp | 32.56%-31.2pp | 41.45%-40.1pp |
| Employer contribution / active EE | $23,955 | $4,967+382.3% | $4,002+498.6% | $4,869+392.0% |
| Participant deferral / active EE | $2,940 | $5,543-47.0% | $4,797-38.7% | $5,287-44.4% |
| Admin fee / account holder | $6,093 | $10,846-43.8% | $8,520-28.5% | $10,132-39.9% |