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 | $423,700 | $201,272+110.5% | $184,203+130.0% | $145,922+190.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.16% | 29.00%-19.8pp | 28.81%-19.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $19,540 | $7,022+178.3% | $6,427+204.0% | $4,660+319.3% |
| Participant deferral / active EE | $16,468 | $9,806+67.9% | $9,131+80.3% | $6,688+146.2% |
| Admin fee / account holder | $65,570 | $16,364+300.7% | $13,901+371.7% | $13,397+389.4% |