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 | $272,885 | $106,584+156.0% | $101,326+169.3% | $142,382+91.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.70% | 36.93%-25.2pp | 36.82%-25.1pp | 217.08%-205.4pp |
| Employer contribution / active EE | $20,334 | $3,956+414.0% | $3,665+454.8% | $4,299+373.0% |
| Participant deferral / active EE | $11,789 | $8,297+42.1% | $7,994+47.5% | $6,507+81.2% |
| Admin fee / account holder | $18,998 | $11,446+66.0% | $11,185+69.9% | $12,624+50.5% |