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 | $330,895 | $159,602+107.3% | $150,045+120.5% | $142,382+132.4% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 4.20% | 70.24%-66.0pp | 62.55%-58.4pp | 217.08%-212.9pp |
| Employer contribution / active EE | $4,596 | $4,961-7.3% | $4,693-2.1% | $4,299+6.9% |
| Participant deferral / active EE | $11,322 | $8,310+36.2% | $7,997+41.6% | $6,507+74.0% |
| Admin fee / account holder | $55,239 | $14,846+272.1% | $13,435+311.2% | $12,624+337.6% |