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 | $353,370 | $177,572+99.0% | $154,803+128.3% | $142,382+148.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 9.33% | 65.07%-55.7pp | 58.88%-49.6pp | 217.08%-207.7pp |
| Employer contribution / active EE | $3,141 | $4,810-34.7% | $4,305-27.0% | $4,299-26.9% |
| Participant deferral / active EE | $7,367 | $6,272+17.5% | $5,540+33.0% | $6,507+13.2% |
| Admin fee / account holder | $36,757 | $16,786+119.0% | $14,329+156.5% | $12,624+191.2% |