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 | $374,984 | $177,572+111.2% | $154,803+142.2% | $142,382+163.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 10.13% | 65.07%-54.9pp | 58.88%-48.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,343 | $4,810-72.1% | $4,305-68.8% | $4,299-68.8% |
| Participant deferral / active EE | $14,787 | $6,272+135.8% | $5,540+166.9% | $6,507+127.2% |
| Admin fee / account holder | $9,640 | $16,786-42.6% | $14,329-32.7% | $12,624-23.6% |