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 | $279,576 | $109,881+154.4% | $150,045+86.3% | $84,808+229.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 11.09% | 28.25%-17.2pp | 62.55%-51.5pp | 40.90%-29.8pp |
| Employer contribution / active EE | $16,495 | $3,561+363.2% | $4,693+251.5% | $2,631+526.9% |
| Participant deferral / active EE | $11,406 | $6,636+71.9% | $7,997+42.6% | $4,212+170.8% |
| Admin fee / account holder | $8,931 | $8,568+4.2% | $13,435-33.5% | $7,344+21.6% |