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 | $292,500 | $148,534+96.9% | $135,903+115.2% | $139,434+109.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.26% | 79.19%-70.9pp | 68.23%-60.0pp | 372.94%-364.7pp |
| Employer contribution / active EE | $7,862 | $5,243+49.9% | $4,856+61.9% | $4,751+65.5% |
| Participant deferral / active EE | $15,533 | $8,100+91.8% | $7,758+100.2% | $6,710+131.5% |
| Admin fee / account holder | $15,789 | $12,400+27.3% | $10,762+46.7% | $11,403+38.5% |