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 | $291,367 | $177,572+64.1% | $154,803+88.2% | $142,382+104.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 5.47% | 65.07%-59.6pp | 58.88%-53.4pp | 217.08%-211.6pp |
| Employer contribution / active EE | $3,494 | $4,810-27.4% | $4,305-18.8% | $4,299-18.7% |
| Participant deferral / active EE | $11,930 | $6,272+90.2% | $5,540+115.3% | $6,507+83.3% |
| Admin fee / account holder | $1,465 | $16,786-91.3% | $14,329-89.8% | $12,624-88.4% |