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 | $288,845 | $110,261+162.0% | $95,745+201.7% | $139,434+107.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 5.31% | 27.11%-21.8pp | 28.35%-23.0pp | 372.94%-367.6pp |
| Employer contribution / active EE | $8,105 | $3,257+148.8% | $2,835+185.9% | $4,751+70.6% |
| Participant deferral / active EE | $4,713 | $4,676+0.8% | $4,245+11.0% | $6,710-29.8% |
| Admin fee / account holder | $1,160 | $6,613-82.5% | $5,678-79.6% | $11,403-89.8% |