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 | $328,262 | $159,602+105.7% | $150,045+118.8% | $142,382+130.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 10.70% | 70.24%-59.5pp | 62.55%-51.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $10,816 | $4,961+118.0% | $4,693+130.5% | $4,299+151.6% |
| Participant deferral / active EE | $4,562 | $8,310-45.1% | $7,997-43.0% | $6,507-29.9% |
| Admin fee / account holder | $12,602 | $14,846-15.1% | $13,435-6.2% | $12,624-0.2% |