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 | $308,858 | $159,602+93.5% | $150,045+105.8% | $142,382+116.9% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 10.49% | 70.24%-59.7pp | 62.55%-52.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,346 | $4,961-72.9% | $4,693-71.3% | $4,299-68.7% |
| Participant deferral / active EE | $4,424 | $8,310-46.8% | $7,997-44.7% | $6,507-32.0% |
| Admin fee / account holder | $29,266 | $14,846+97.1% | $13,435+117.8% | $12,624+131.8% |