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 | $300,324 | $105,126+185.7% | $94,646+217.3% | $139,434+115.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 1.92% | 38.03%-36.1pp | 156.71%-154.8pp | 372.94%-371.0pp |
| Employer contribution / active EE | $3,229 | $4,106-21.4% | $3,672-12.1% | $4,751-32.0% |
| Participant deferral / active EE | $27,500 | $7,599+261.9% | $7,418+270.7% | $6,710+309.8% |
| Admin fee / account holder | $1,744 | $8,984-80.6% | $7,231-75.9% | $11,403-84.7% |