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 | $388,091 | $159,602+143.2% | $150,045+158.6% | $142,382+172.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 11.21% | 70.24%-59.0pp | 62.55%-51.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,954 | $4,961-40.5% | $4,693-37.1% | $4,299-31.3% |
| Participant deferral / active EE | $13,415 | $8,310+61.4% | $7,997+67.8% | $6,507+106.2% |
| Admin fee / account holder | $24,872 | $14,846+67.5% | $13,435+85.1% | $12,624+97.0% |