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 | $940,281 | $95,266+887.0% | $82,389+1041.3% | $142,382+560.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 4.80% | 25.74%-20.9pp | 28.67%-23.9pp | 217.08%-212.3pp |
| Employer contribution / active EE | $31,624 | $2,991+957.3% | $2,517+1156.4% | $4,299+635.6% |
| Participant deferral / active EE | $23,500 | $4,809+388.7% | $4,155+465.6% | $6,507+261.1% |
| Admin fee / account holder | $35,005 | $8,563+308.8% | $7,231+384.1% | $12,624+177.3% |