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 | $494,598 | $175,202+182.3% | $149,673+230.5% | $139,434+254.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.88% | 166.71%-160.8pp | 134.42%-128.5pp | 372.94%-367.1pp |
| Employer contribution / active EE | $1,082 | $5,474-80.2% | $4,818-77.6% | $4,751-77.2% |
| Participant deferral / active EE | $6,780 | $6,519+4.0% | $5,680+19.4% | $6,710+1.0% |
| Admin fee / account holder | $1,412 | $16,150-91.3% | $13,210-89.3% | $11,403-87.6% |