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 | $455,400 | $217,402+109.5% | $185,823+145.1% | $167,490+171.9% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 8.24% | 148.36%-140.1pp | 122.05%-113.8pp | 478.56%-470.3pp |
| Employer contribution / active EE | $3,234 | $5,873-44.9% | $5,167-37.4% | $4,837-33.2% |
| Participant deferral / active EE | $6,341 | $6,356-0.2% | $5,568+13.9% | $6,3410% |
| Admin fee / account holder | $12,767 | $19,811-35.6% | $16,237-21.4% | $12,309+3.7% |