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 | $306,916 | $177,572+72.8% | $154,803+98.3% | $142,382+115.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 5.06% | 65.07%-60.0pp | 58.88%-53.8pp | 217.08%-212.0pp |
| Employer contribution / active EE | $2,452 | $4,810-49.0% | $4,305-43.0% | $4,299-43.0% |
| Participant deferral / active EE | $5,344 | $6,272-14.8% | $5,540-3.5% | $6,507-17.9% |
| Admin fee / account holder | $1,930 | $16,786-88.5% | $14,329-86.5% | $12,624-84.7% |