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 | $420,271 | $111,754+276.1% | $103,333+306.7% | $145,922+188.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.83% | 24.77%-17.9pp | 24.88%-18.1pp | 561.29%-554.5pp |
| Employer contribution / active EE | $25,290 | $4,212+500.3% | $3,868+553.8% | $4,660+442.7% |
| Participant deferral / active EE | $14,250 | $5,619+153.6% | $5,057+181.8% | $6,688+113.1% |
| Admin fee / account holder | $13,989 | $9,750+43.5% | $8,355+67.4% | $13,397+4.4% |