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 | $356,220 | $201,272+77.0% | $184,203+93.4% | $145,922+144.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.41% | 29.00%-21.6pp | 28.81%-21.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $4,822 | $7,022-31.3% | $6,427-25.0% | $4,660+3.5% |
| Participant deferral / active EE | $19,154 | $9,806+95.3% | $9,131+109.8% | $6,688+186.4% |
| Admin fee / account holder | $2,445 | $16,364-85.1% | $13,901-82.4% | $13,397-81.8% |