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 | $377,614 | $115,770+226.2% | $101,248+273.0% | $158,922+137.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.18% | 56.14%-50.0pp | 46.47%-40.3pp | 302.83%-296.6pp |
| Employer contribution / active EE | $20,884 | $4,175+400.3% | $3,660+470.7% | $4,761+338.6% |
| Participant deferral / active EE | $11,680 | $4,957+135.6% | $4,370+167.3% | $5,982+95.2% |
| Admin fee / account holder | $2,574 | $7,245-64.5% | $5,945-56.7% | $11,246-77.1% |