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 | $272,800 | $177,572+53.6% | $154,803+76.2% | $142,382+91.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 4.13% | 65.07%-60.9pp | 58.88%-54.8pp | 217.08%-212.9pp |
| Employer contribution / active EE | $8,948 | $4,810+86.0% | $4,305+107.8% | $4,299+108.1% |
| Participant deferral / active EE | $8,920 | $6,272+42.2% | $5,540+61.0% | $6,507+37.1% |
| Admin fee / account holder | $1,645 | $16,786-90.2% | $14,329-88.5% | $12,624-87.0% |