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 | $303,738 | $175,202+73.4% | $149,673+102.9% | $139,434+117.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.20% | 166.71%-160.5pp | 134.42%-128.2pp | 372.94%-366.7pp |
| Employer contribution / active EE | $3,903 | $5,474-28.7% | $4,818-19.0% | $4,751-17.8% |
| Participant deferral / active EE | $8,100 | $6,519+24.3% | $5,680+42.6% | $6,710+20.7% |
| Admin fee / account holder | $3,231 | $16,150-80.0% | $13,210-75.5% | $11,403-71.7% |