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 | $379,589 | $114,381+231.9% | $107,525+253.0% | $142,382+166.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 10.64% | 242.71%-232.1pp | 181.32%-170.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $6,161 | $4,015+53.5% | $3,754+64.1% | $4,299+43.3% |
| Participant deferral / active EE | $22,077 | $5,564+296.8% | $5,116+331.6% | $6,507+239.3% |
| Admin fee / account holder | $5,721 | $9,860-42.0% | $8,919-35.9% | $12,624-54.7% |