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 | $559,139 | $238,490+134.4% | $180,183+210.3% | $142,382+292.7% |
| Participation rate | 95.5% | 82.3%+13.2pp | 77.4%+18.0pp | 80.1%+15.3pp |
| Annual return | 8.14% | 33.56%-25.4pp | 27.86%-19.7pp | 217.08%-208.9pp |
| Employer contribution / active EE | $7,110 | $6,143+15.7% | $5,039+41.1% | $4,299+65.4% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $6,822-100.0% | $6,507-100.0% |
| Admin fee / account holder | $32,669 | $28,866+13.2% | $19,975+63.5% | $12,624+158.8% |