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 | $932,100 | $94,338+888.0% | $100,534+827.1% | $142,382+554.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 5.87% | 29.20%-23.3pp | 32.66%-26.8pp | 217.08%-211.2pp |
| Employer contribution / active EE | $9,000 | $4,237+112.4% | $4,346+107.1% | $4,299+109.3% |
| Participant deferral / active EE | $30,480 | $5,934+413.6% | $6,144+396.1% | $6,507+368.4% |
| Admin fee / account holder | $370 | $8,421-95.6% | $7,654-95.2% | $12,624-97.1% |