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 | $347,313 | $165,335+110.1% | $149,696+132.0% | $158,922+118.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 6.83% | 348.15%-341.3pp | 276.60%-269.8pp | 302.83%-296.0pp |
| Employer contribution / active EE | $3,257 | $5,103-36.2% | $4,644-29.9% | $4,761-31.6% |
| Participant deferral / active EE | $12,062 | $7,181+68.0% | $6,842+76.3% | $5,982+101.6% |
| Admin fee / account holder | $29,363 | $10,807+171.7% | $9,309+215.4% | $11,246+161.1% |