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 | $320,428 | $176,056+82.0% | $159,436+101.0% | $167,490+91.3% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 9.51% | 331.75%-322.2pp | 263.57%-254.1pp | 478.56%-469.0pp |
| Employer contribution / active EE | $3,550 | $5,297-33.0% | $4,829-26.5% | $4,837-26.6% |
| Participant deferral / active EE | $8,618 | $7,750+11.2% | $7,352+17.2% | $6,341+35.9% |
| Admin fee / account holder | $10,365 | $12,554-17.4% | $10,799-4.0% | $12,309-15.8% |