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 | $280,105 | $126,574+121.3% | $106,213+163.7% | $145,922+92.0% |
| Participation rate | 93.3% | 77.6%+15.7pp | 75.3%+18.1pp | 80.3%+13.1pp |
| Annual return | 7.30% | 224.79%-217.5pp | 116.14%-108.8pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,126 | $3,730-69.8% | $3,171-64.5% | $4,660-75.8% |
| Participant deferral / active EE | $6,020 | $5,724+5.2% | $5,016+20.0% | $6,688-10.0% |
| Admin fee / account holder | $8,798 | $17,304-49.2% | $11,033-20.3% | $13,397-34.3% |