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 | $499,319 | $165,335+202.0% | $149,696+233.6% | $158,922+214.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 5.98% | 348.15%-342.2pp | 276.60%-270.6pp | 302.83%-296.8pp |
| Employer contribution / active EE | $2,054 | $5,103-59.7% | $4,644-55.8% | $4,761-56.9% |
| Participant deferral / active EE | $6,809 | $7,181-5.2% | $6,842-0.5% | $5,982+13.8% |
| Admin fee / account holder | $10,968 | $10,807+1.5% | $9,309+17.8% | $11,246-2.5% |