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 | $877,397 | $159,602+449.7% | $150,045+484.8% | $142,382+516.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 6.78% | 70.24%-63.5pp | 62.55%-55.8pp | 217.08%-210.3pp |
| Employer contribution / active EE | $2,600 | $4,961-47.6% | $4,693-44.6% | $4,299-39.5% |
| Participant deferral / active EE | $15,805 | $8,310+90.2% | $7,997+97.6% | $6,507+142.9% |
| Admin fee / account holder | $4,484 | $14,846-69.8% | $13,435-66.6% | $12,624-64.5% |