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 | $498,687 | $179,726+177.5% | $156,263+219.1% | $142,382+250.2% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 8.94% | 77.86%-68.9pp | 59.47%-50.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $4,610 | $5,069-9.1% | $4,333+6.4% | $4,299+7.2% |
| Participant deferral / active EE | $16,938 | $6,956+143.5% | $6,158+175.0% | $6,507+160.3% |
| Admin fee / account holder | $310,887 | $17,272+1699.9% | $14,255+2080.9% | $12,624+2362.7% |