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 | $278,844 | $177,572+57.0% | $154,803+80.1% | $142,382+95.8% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 8.94% | 65.07%-56.1pp | 58.88%-49.9pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,181 | $4,810-75.5% | $4,305-72.6% | $4,299-72.5% |
| Participant deferral / active EE | $6,986 | $6,272+11.4% | $5,540+26.1% | $6,507+7.4% |
| Admin fee / account holder | $6,508 | $16,786-61.2% | $14,329-54.6% | $12,624-48.4% |