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 | $290,531 | $181,894+59.7% | $156,549+85.6% | $273,961+6.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.11% | 30.74%-28.6pp | 32.23%-30.1pp | 41.45%-39.3pp |
| Employer contribution / active EE | $21,054 | $6,248+237.0% | $5,501+282.7% | $4,869+332.4% |
| Participant deferral / active EE | $25,200 | $5,550+354.1% | $4,871+417.3% | $5,287+376.6% |
| Admin fee / account holder | $2,624 | $15,559-83.1% | $13,027-79.9% | $10,132-74.1% |