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 | $395,715 | $159,602+147.9% | $150,045+163.7% | $142,382+177.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.94% | 70.24%-58.3pp | 62.55%-50.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,107 | $4,961-77.7% | $4,693-76.4% | $4,299-74.3% |
| Participant deferral / active EE | $10,306 | $8,310+24.0% | $7,997+28.9% | $6,507+58.4% |
| Admin fee / account holder | $4,616 | $14,846-68.9% | $13,435-65.6% | $12,624-63.4% |