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 | $260,983 | $114,381+128.2% | $107,525+142.7% | $142,382+83.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 9.53% | 242.71%-233.2pp | 181.32%-171.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $18,417 | $4,015+358.8% | $3,754+390.7% | $4,299+328.4% |
| Participant deferral / active EE | $18,057 | $5,564+224.5% | $5,116+253.0% | $6,507+177.5% |
| Admin fee / account holder | $427,561 | $9,860+4236.3% | $8,919+4694.0% | $12,624+3287.0% |