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 | $324,914 | $157,256+106.6% | $141,162+130.2% | $152,861+112.6% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 4.21% | 64.32%-60.1pp | 71.39%-67.2pp | 345.32%-341.1pp |
| Employer contribution / active EE | $3,758 | $5,261-28.6% | $4,735-20.6% | $4,762-21.1% |
| Participant deferral / active EE | $11,234 | $7,109+58.0% | $6,709+67.5% | $5,850+92.0% |
| Admin fee / account holder | $1,664 | $12,120-86.3% | $10,261-83.8% | $11,596-85.7% |