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 | $314,335 | $114,381+174.8% | $107,525+192.3% | $142,382+120.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 6.58% | 242.71%-236.1pp | 181.32%-174.7pp | 217.08%-210.5pp |
| Employer contribution / active EE | $17,775 | $4,015+342.7% | $3,754+373.5% | $4,299+313.5% |
| Participant deferral / active EE | $3,708 | $5,564-33.4% | $5,116-27.5% | $6,507-43.0% |
| Admin fee / account holder | $26,716 | $9,860+170.9% | $8,919+199.5% | $12,624+111.6% |