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 | $544,641 | $238,490+128.4% | $180,183+202.3% | $142,382+282.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 10.06% | 33.56%-23.5pp | 27.86%-17.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $5,826 | $6,143-5.1% | $5,039+15.6% | $4,299+35.5% |
| Participant deferral / active EE | $14,239 | $7,996+78.1% | $6,822+108.7% | $6,507+118.8% |
| Admin fee / account holder | $9,022 | $28,866-68.7% | $19,975-54.8% | $12,624-28.5% |