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 | $267,357 | $159,602+67.5% | $150,045+78.2% | $142,382+87.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.20% | 70.24%-62.0pp | 62.55%-54.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $2,560 | $4,961-48.4% | $4,693-45.5% | $4,299-40.5% |
| Participant deferral / active EE | $14,691 | $8,310+76.8% | $7,997+83.7% | $6,507+125.8% |
| Admin fee / account holder | $6,226 | $14,846-58.1% | $13,435-53.7% | $12,624-50.7% |