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 | $378,706 | $176,812+114.2% | $146,665+158.2% | $167,490+126.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.42% | 24.03%-15.6pp | 22.74%-14.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $5,729 | $5,160+11.0% | $4,136+38.5% | $4,837+18.4% |
| Participant deferral / active EE | $7,255 | $6,440+12.7% | $5,506+31.8% | $6,341+14.4% |
| Admin fee / account holder | $3,352 | $13,259-74.7% | $10,280-67.4% | $12,309-72.8% |