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 | $281,419 | $100,326+180.5% | $180,183+56.2% | $84,808+231.8% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 8.63% | 17.86%-9.2pp | 27.86%-19.2pp | 40.90%-32.3pp |
| Employer contribution / active EE | $5,690 | $3,269+74.1% | $5,039+12.9% | $2,631+116.3% |
| Participant deferral / active EE | $11,343 | $5,066+123.9% | $6,822+66.3% | $4,212+169.3% |
| Admin fee / account holder | $49,654 | $9,674+413.3% | $19,975+148.6% | $7,344+576.1% |