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 | $273,107 | $74,888+264.7% | $71,209+283.5% | $142,382+91.8% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 12.69% | 345.14%-332.4pp | 282.51%-269.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $9,699 | $2,854+239.8% | $2,721+256.4% | $4,299+125.6% |
| Participant deferral / active EE | $17,446 | $4,454+291.7% | $4,175+317.8% | $6,507+168.1% |
| Admin fee / account holder | $57,587 | $5,568+934.2% | $5,349+976.6% | $12,624+356.2% |