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 | $322,137 | $177,572+81.4% | $154,803+108.1% | $142,382+126.2% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 5.39% | 65.07%-59.7pp | 58.88%-53.5pp | 217.08%-211.7pp |
| Employer contribution / active EE | $4,625 | $4,810-3.8% | $4,305+7.4% | $4,299+7.6% |
| Participant deferral / active EE | $7,328 | $6,272+16.8% | $5,540+32.3% | $6,507+12.6% |
| Admin fee / account holder | $9,116 | $16,786-45.7% | $14,329-36.4% | $12,624-27.8% |