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 6-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 | $668,344 | $159,602+318.8% | $150,045+345.4% | $142,382+369.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.70% | 70.24%-65.5pp | 62.55%-57.8pp | 217.08%-212.4pp |
| Employer contribution / active EE | $2,269 | $4,961-54.3% | $4,693-51.7% | $4,299-47.2% |
| Participant deferral / active EE | $12,824 | $8,310+54.3% | $7,997+60.4% | $6,507+97.1% |
| Admin fee / account holder | $8,599 | $14,846-42.1% | $13,435-36.0% | $12,624-31.9% |