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 | $694,548 | $106,515+552.1% | $96,683+618.4% | $139,434+398.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.70% | 38.43%-30.7pp | 35.69%-28.0pp | 372.94%-365.2pp |
| Employer contribution / active EE | $6,243 | $4,103+52.2% | $3,737+67.1% | $4,751+31.4% |
| Participant deferral / active EE | $12,635 | $5,454+131.7% | $4,878+159.0% | $6,710+88.3% |
| Admin fee / account holder | $4,977 | $7,877-36.8% | $6,730-26.0% | $11,403-56.4% |