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 | $559,525 | $214,378+161.0% | $200,582+179.0% | $142,382+293.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.45% | 46.41%-38.0pp | 42.33%-33.9pp | 217.08%-208.6pp |
| Employer contribution / active EE | $11,614 | $6,841+69.8% | $6,419+80.9% | $4,299+170.1% |
| Participant deferral / active EE | $14,738 | $9,865+49.4% | $9,331+57.9% | $6,507+126.5% |
| Admin fee / account holder | $11,952 | $17,692-32.4% | $16,305-26.7% | $12,624-5.3% |