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 | $825,684 | $175,202+371.3% | $149,673+451.7% | $139,434+492.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 5.84% | 166.71%-160.9pp | 134.42%-128.6pp | 372.94%-367.1pp |
| Employer contribution / active EE | $3,956 | $5,474-27.7% | $4,818-17.9% | $4,751-16.7% |
| Participant deferral / active EE | $10,823 | $6,519+66.0% | $5,680+90.5% | $6,710+61.3% |
| Admin fee / account holder | $2,957 | $16,150-81.7% | $13,210-77.6% | $11,403-74.1% |