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 | $329,152 | $159,602+106.2% | $150,045+119.4% | $142,382+131.2% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 12.04% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,329 | $4,961-53.1% | $4,693-50.4% | $4,299-45.8% |
| Participant deferral / active EE | $8,487 | $8,310+2.1% | $7,997+6.1% | $6,507+30.4% |
| Admin fee / account holder | $2,694 | $14,846-81.9% | $13,435-79.9% | $12,624-78.7% |