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 | $269,567 | $114,381+135.7% | $107,525+150.7% | $142,382+89.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 10.53% | 242.71%-232.2pp | 181.32%-170.8pp | 217.08%-206.5pp |
| Employer contribution / active EE | $8,577 | $4,015+113.6% | $3,754+128.5% | $4,299+99.5% |
| Participant deferral / active EE | $9,448 | $5,564+69.8% | $5,116+84.7% | $6,507+45.2% |
| Admin fee / account holder | $3,654 | $9,860-62.9% | $8,919-59.0% | $12,624-71.1% |