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 | $258,669 | $159,602+62.1% | $150,045+72.4% | $142,382+81.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.98% | 70.24%-62.3pp | 62.55%-54.6pp | 217.08%-209.1pp |
| Employer contribution / active EE | $2,297 | $4,961-53.7% | $4,693-51.1% | $4,299-46.6% |
| Participant deferral / active EE | $16,150 | $8,310+94.3% | $7,997+101.9% | $6,507+148.2% |
| Admin fee / account holder | $20,259 | $14,846+36.5% | $13,435+50.8% | $12,624+60.5% |