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 8-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 | $289,179 | $117,983+145.1% | $101,794+184.1% | $142,382+103.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 8.41% | 36.92%-28.5pp | 30.53%-22.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $30,660 | $2,773+1005.8% | $2,289+1239.5% | $4,299+613.2% |
| Participant deferral / active EE | $20,140 | $4,714+327.3% | $4,084+393.1% | $6,507+209.5% |
| Admin fee / account holder | $1,636 | $10,433-84.3% | $8,777-81.4% | $12,624-87.0% |