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 | $313,975 | $80,717+289.0% | $154,803+102.8% | $84,808+270.2% |
| Participation rate | 75.8% | 66.8%+8.9pp | 78.1%-2.3pp | 68.3%+7.4pp |
| Annual return | 10.84% | 37.96%-27.1pp | 58.88%-48.0pp | 40.90%-30.1pp |
| Employer contribution / active EE | $640 | $2,761-76.8% | $4,305-85.1% | $2,631-75.7% |
| Participant deferral / active EE | $3,167 | $3,303-4.1% | $5,540-42.8% | $4,212-24.8% |
| Admin fee / account holder | $3,256 | $6,746-51.7% | $14,329-77.3% | $7,344-55.7% |