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 | $315,359 | $162,781+93.7% | $133,956+135.4% | $158,922+98.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.58% | 41.94%-37.4pp | 45.09%-40.5pp | 302.83%-298.2pp |
| Employer contribution / active EE | $3,913 | $4,975-21.3% | $3,919-0.1% | $4,761-17.8% |
| Participant deferral / active EE | $11,150 | $5,911+88.6% | $5,048+120.9% | $5,982+86.4% |
| Admin fee / account holder | $2,020 | $11,736-82.8% | $8,927-77.4% | $11,246-82.0% |