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 | $464,863 | $95,266+388.0% | $82,389+464.2% | $142,382+226.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 7.72% | 25.74%-18.0pp | 28.67%-21.0pp | 217.08%-209.4pp |
| Employer contribution / active EE | $24,626 | $2,991+723.3% | $2,517+878.4% | $4,299+472.8% |
| Participant deferral / active EE | $20,667 | $4,809+329.8% | $4,155+397.4% | $6,507+217.6% |
| Admin fee / account holder | $10,722 | $8,563+25.2% | $7,231+48.3% | $12,624-15.1% |