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 | $390,131 | $127,065+207.0% | $113,168+244.7% | $142,382+174.0% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 7.99% | 24.03%-16.0pp | 24.27%-16.3pp | 217.08%-209.1pp |
| Employer contribution / active EE | $3,327 | $3,442-3.3% | $2,975+11.8% | $4,299-22.6% |
| Participant deferral / active EE | $6,823 | $5,716+19.4% | $5,107+33.6% | $6,507+4.9% |
| Admin fee / account holder | $45,663 | $15,736+190.2% | $12,068+278.4% | $12,624+261.7% |