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 | $375,230 | $159,602+135.1% | $150,045+150.1% | $142,382+163.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 11.19% | 70.24%-59.1pp | 62.55%-51.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,121 | $4,961-37.1% | $4,693-33.5% | $4,299-27.4% |
| Participant deferral / active EE | $9,159 | $8,310+10.2% | $7,997+14.5% | $6,507+40.8% |
| Admin fee / account holder | $974 | $14,846-93.4% | $13,435-92.8% | $12,624-92.3% |