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 | $298,475 | $209,832+42.2% | $189,513+57.5% | $167,490+78.2% |
| Participation rate | 92.9% | 88.7%+4.2pp | 87.8%+5.1pp | 82.1%+10.8pp |
| Annual return | 7.55% | 748.27%-740.7pp | 555.15%-547.6pp | 478.56%-471.0pp |
| Employer contribution / active EE | $5,260 | $6,914-23.9% | $6,162-14.6% | $4,837+8.7% |
| Participant deferral / active EE | $6,356 | $8,935-28.9% | $8,221-22.7% | $6,341+0.2% |
| Admin fee / account holder | $24,911 | $14,293+74.3% | $12,045+106.8% | $12,309+102.4% |