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 | $451,806 | $94,338+378.9% | $100,534+349.4% | $142,382+217.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 9.83% | 29.20%-19.4pp | 32.66%-22.8pp | 217.08%-207.2pp |
| Employer contribution / active EE | $5,025 | $4,237+18.6% | $4,346+15.6% | $4,299+16.9% |
| Participant deferral / active EE | $18,903 | $5,934+218.5% | $6,144+207.7% | $6,507+190.5% |
| Admin fee / account holder | $3,460 | $8,421-58.9% | $7,654-54.8% | $12,624-72.6% |