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 | $252,839 | $138,347+82.8% | $184,203+37.3% | $80,856+212.7% |
| Participation rate | 96.8% | 83.9%+12.9pp | 86.8%+10.0pp | 67.6%+29.1pp |
| Annual return | 8.23% | 20.02%-11.8pp | 28.81%-20.6pp | 35.59%-27.4pp |
| Employer contribution / active EE | $6,715 | $4,850+38.4% | $6,427+4.5% | $2,755+143.7% |
| Participant deferral / active EE | $7,919 | $7,071+12.0% | $9,131-13.3% | $4,296+84.3% |
| Admin fee / account holder | $16,012 | $10,483+52.7% | $13,901+15.2% | $6,918+131.5% |