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 | $420,886 | $202,318+108.0% | $172,739+143.7% | $152,861+175.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 11.23% | 1029.65%-1018.4pp | 802.84%-791.6pp | 345.32%-334.1pp |
| Employer contribution / active EE | $2,513 | $5,856-57.1% | $5,143-51.1% | $4,762-47.2% |
| Participant deferral / active EE | $8,175 | $5,948+37.4% | $5,198+57.3% | $5,850+39.7% |
| Admin fee / account holder | $5,759 | $17,109-66.3% | $13,954-58.7% | $11,596-50.3% |