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 | $447,743 | $114,381+291.4% | $107,525+316.4% | $142,382+214.5% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 11.59% | 242.71%-231.1pp | 181.32%-169.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $4,309 | $4,015+7.3% | $3,754+14.8% | $4,299+0.2% |
| Participant deferral / active EE | $8,364 | $5,564+50.3% | $5,116+63.5% | $6,507+28.5% |
| Admin fee / account holder | $2,692 | $9,860-72.7% | $8,919-69.8% | $12,624-78.7% |