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 | $277,106 | $162,781+70.2% | $133,956+106.9% | $158,922+74.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.76% | 41.94%-39.2pp | 45.09%-42.3pp | 302.83%-300.1pp |
| Employer contribution / active EE | $4,107 | $4,975-17.5% | $3,919+4.8% | $4,761-13.7% |
| Participant deferral / active EE | $12,451 | $5,911+110.6% | $5,048+146.7% | $5,982+108.1% |
| Admin fee / account holder | $784 | $11,736-93.3% | $8,927-91.2% | $11,246-93.0% |