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 | $274,703 | $159,602+72.1% | $150,045+83.1% | $142,382+92.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 12.30% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,403 | $4,961-11.2% | $4,693-6.2% | $4,299+2.4% |
| Participant deferral / active EE | $13,018 | $8,310+56.6% | $7,997+62.8% | $6,507+100.0% |
| Admin fee / account holder | $63,426 | $14,846+327.2% | $13,435+372.1% | $12,624+402.4% |