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 | $466,584 | $114,237+308.4% | $119,258+291.2% | $167,490+178.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 8.63% | 29.87%-21.2pp | 30.69%-22.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $21,282 | $4,481+374.9% | $4,384+385.4% | $4,837+339.9% |
| Participant deferral / active EE | $11,628 | $6,084+91.1% | $6,111+90.3% | $6,341+83.4% |
| Admin fee / account holder | $1,306 | $8,932-85.4% | $7,226-81.9% | $12,309-89.4% |