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 | $307,708 | $99,877+208.1% | $84,966+262.2% | $145,922+110.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.72% | 83.76%-78.0pp | 66.38%-60.7pp | 561.29%-555.6pp |
| Employer contribution / active EE | $3,836 | $3,231+18.7% | $2,727+40.7% | $4,660-17.7% |
| Participant deferral / active EE | $15,050 | $5,291+184.5% | $4,519+233.0% | $6,688+125.0% |
| Admin fee / account holder | $2,575 | $7,248-64.5% | $6,149-58.1% | $13,397-80.8% |