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 | $363,539 | $214,378+69.6% | $200,582+81.2% | $142,382+155.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.38% | 46.41%-38.0pp | 42.33%-34.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $2,580 | $6,841-62.3% | $6,419-59.8% | $4,299-40.0% |
| Participant deferral / active EE | $17,200 | $9,865+74.4% | $9,331+84.3% | $6,507+164.3% |
| Admin fee / account holder | $160,690 | $17,692+808.3% | $16,305+885.6% | $12,624+1172.9% |