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 | $387,854 | $183,519+111.3% | $155,509+149.4% | $145,922+165.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 6.03% | 61.17%-55.1pp | 64.67%-58.6pp | 561.29%-555.3pp |
| Employer contribution / active EE | $3,437 | $5,313-35.3% | $4,672-26.4% | $4,660-26.2% |
| Participant deferral / active EE | $6,095 | $6,462-5.7% | $5,626+8.3% | $6,688-8.9% |
| Admin fee / account holder | $169,293 | $19,313+776.6% | $15,912+963.9% | $13,397+1163.7% |