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 | $254,016 | $198,466+28.0% | $170,442+49.0% | $147,584+72.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 8.91% | 257.29%-248.4pp | 205.93%-197.0pp | 578.55%-569.6pp |
| Employer contribution / active EE | $5,419 | $6,184-12.4% | $5,433-0.2% | $4,876+11.1% |
| Participant deferral / active EE | $9,826 | $5,629+74.5% | $4,939+98.9% | $5,439+80.7% |
| Admin fee / account holder | $542 | $16,852-96.8% | $13,880-96.1% | $10,885-95.0% |