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 | $325,451 | $95,266+241.6% | $82,389+295.0% | $142,382+128.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 8.33% | 25.74%-17.4pp | 28.67%-20.3pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,274 | $2,991-57.4% | $2,517-49.4% | $4,299-70.4% |
| Participant deferral / active EE | $9,772 | $4,809+103.2% | $4,155+135.2% | $6,507+50.2% |
| Admin fee / account holder | $8,811 | $8,563+2.9% | $7,231+21.9% | $12,624-30.2% |