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 | $473,761 | $202,432+134.0% | $169,368+179.7% | $139,434+239.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.73% | 531.74%-524.0pp | 405.60%-397.9pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,075 | $4,692-77.1% | $4,013-73.2% | $4,751-77.4% |
| Participant deferral / active EE | $7,753 | $6,938+11.7% | $6,221+24.6% | $6,710+15.5% |
| Admin fee / account holder | $2,857 | $10,708-73.3% | $9,003-68.3% | $11,403-74.9% |