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 | $377,943 | $127,777+195.8% | $106,548+254.7% | $167,490+125.7% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | -0.16% | 33.87%-34.0pp | 26.80%-27.0pp | 478.56%-478.7pp |
| Employer contribution / active EE | $3,768 | $3,427+10.0% | $2,819+33.7% | $4,837-22.1% |
| Participant deferral / active EE | $8,300 | $5,087+63.2% | $4,398+88.7% | $6,341+30.9% |
| Admin fee / account holder | $912 | $11,228-91.9% | $7,407-87.7% | $12,309-92.6% |