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 | $434,677 | $114,381+280.0% | $107,525+304.3% | $142,382+205.3% |
| Participation rate | 78.9% | 78.1%+0.8pp | 75.1%+3.9pp | 80.1%-1.2pp |
| Annual return | 7.54% | 242.71%-235.2pp | 181.32%-173.8pp | 217.08%-209.5pp |
| Employer contribution / active EE | $1,796 | $4,015-55.3% | $3,754-52.2% | $4,299-58.2% |
| Participant deferral / active EE | $3,111 | $5,564-44.1% | $5,116-39.2% | $6,507-52.2% |
| Admin fee / account holder | $34,561 | $9,860+250.5% | $8,919+287.5% | $12,624+173.8% |