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 | $362,552 | $106,515+240.4% | $96,683+275.0% | $139,434+160.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.00% | 38.43%-28.4pp | 35.69%-25.7pp | 372.94%-362.9pp |
| Employer contribution / active EE | $2,249 | $4,103-45.2% | $3,737-39.8% | $4,751-52.7% |
| Participant deferral / active EE | $8,082 | $5,454+48.2% | $4,878+65.7% | $6,710+20.4% |
| Admin fee / account holder | $1,080 | $7,877-86.3% | $6,730-83.9% | $11,403-90.5% |