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 | $282,434 | $93,571+201.8% | $135,903+107.8% | $75,163+275.8% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 8.60% | 30.90%-22.3pp | 68.23%-59.6pp | 160.62%-152.0pp |
| Employer contribution / active EE | $2,704 | $3,537-23.5% | $4,856-44.3% | $2,670+1.3% |
| Participant deferral / active EE | $5,974 | $6,404-6.7% | $7,758-23.0% | $4,125+44.8% |
| Admin fee / account holder | $2,775 | $6,975-60.2% | $10,762-74.2% | $5,651-50.9% |