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 | $418,247 | $159,602+162.1% | $150,045+178.7% | $142,382+193.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 12.34% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,580 | $4,961-48.0% | $4,693-45.0% | $4,299-40.0% |
| Participant deferral / active EE | $11,377 | $8,310+36.9% | $7,997+42.3% | $6,507+74.8% |
| Admin fee / account holder | $1,861 | $14,846-87.5% | $13,435-86.1% | $12,624-85.3% |