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 | $264,610 | $210,408+25.8% | $153,485+72.4% | $145,922+81.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.34% | 13.37%-6.0pp | 15.65%-8.3pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,411 | $6,048-60.1% | $5,039-52.2% | $4,660-48.3% |
| Participant deferral / active EE | $13,191 | $7,975+65.4% | $6,757+95.2% | $6,688+97.2% |
| Admin fee / account holder | $428 | $19,419-97.8% | $12,724-96.6% | $13,397-96.8% |