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 | $326,860 | $159,602+104.8% | $150,045+117.8% | $142,382+129.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 11.06% | 70.24%-59.2pp | 62.55%-51.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,421 | $4,961-71.4% | $4,693-69.7% | $4,299-67.0% |
| Participant deferral / active EE | $11,893 | $8,310+43.1% | $7,997+48.7% | $6,507+82.8% |
| Admin fee / account holder | $6,772 | $14,846-54.4% | $13,435-49.6% | $12,624-46.4% |