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 | $706,832 | $177,572+298.1% | $154,803+356.6% | $142,382+396.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 8.37% | 65.07%-56.7pp | 58.88%-50.5pp | 217.08%-208.7pp |
| Employer contribution / active EE | $19,310 | $4,810+301.4% | $4,305+348.5% | $4,299+349.2% |
| Participant deferral / active EE | $13,900 | $6,272+121.6% | $5,540+150.9% | $6,507+113.6% |
| Admin fee / account holder | $787 | $16,786-95.3% | $14,329-94.5% | $12,624-93.8% |