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 | $389,644 | $106,584+265.6% | $101,326+284.5% | $142,382+173.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.11% | 36.93%-25.8pp | 36.82%-25.7pp | 217.08%-206.0pp |
| Employer contribution / active EE | $10,065 | $3,956+154.4% | $3,665+174.6% | $4,299+134.1% |
| Participant deferral / active EE | $10,185 | $8,297+22.8% | $7,994+27.4% | $6,507+56.5% |
| Admin fee / account holder | $2,267 | $11,446-80.2% | $11,185-79.7% | $12,624-82.0% |