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 | $641,533 | $124,281+416.2% | $109,143+487.8% | $167,490+283.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 5.26% | 26.04%-20.8pp | 25.75%-20.5pp | 478.56%-473.3pp |
| Employer contribution / active EE | $2,783 | $4,207-33.9% | $3,722-25.2% | $4,837-42.5% |
| Participant deferral / active EE | $11,033 | $5,255+110.0% | $4,653+137.1% | $6,341+74.0% |
| Admin fee / account holder | $9,425 | $7,970+18.3% | $6,752+39.6% | $12,309-23.4% |