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 | $464,763 | $185,822+150.1% | $169,993+173.4% | $139,434+233.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.96% | 60.50%-51.5pp | 53.37%-44.4pp | 372.94%-364.0pp |
| Employer contribution / active EE | $4,501 | $7,590-40.7% | $6,785-33.7% | $4,751-5.3% |
| Participant deferral / active EE | $10,709 | $11,622-7.9% | $10,408+2.9% | $6,710+59.6% |
| Admin fee / account holder | $435,133 | $15,381+2729.1% | $12,815+3295.5% | $11,403+3716.1% |