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 | $455,004 | $60,022+658.1% | $88,946+411.6% | $84,808+436.5% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 13.45% | 22.43%-9.0pp | 57.82%-44.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $27,309 | $1,703+1503.8% | $2,555+968.9% | $2,631+938.0% |
| Participant deferral / active EE | $14,004 | $3,114+349.7% | $4,581+205.7% | $4,212+232.5% |
| Admin fee / account holder | $71,021 | $4,811+1376.2% | $8,261+759.7% | $7,344+867.1% |