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 | $403,319 | $175,202+130.2% | $149,673+169.5% | $139,434+189.3% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 8.48% | 166.71%-158.2pp | 134.42%-125.9pp | 372.94%-364.5pp |
| Employer contribution / active EE | $7,649 | $5,474+39.7% | $4,818+58.8% | $4,751+61.0% |
| Participant deferral / active EE | $6,956 | $6,519+6.7% | $5,680+22.5% | $6,710+3.7% |
| Admin fee / account holder | $9,416 | $16,150-41.7% | $13,210-28.7% | $11,403-17.4% |