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 9-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 | $254,278 | $165,335+53.8% | $149,696+69.9% | $158,922+60.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 3.89% | 348.15%-344.3pp | 276.60%-272.7pp | 302.83%-298.9pp |
| Employer contribution / active EE | $14,885 | $5,103+191.7% | $4,644+220.5% | $4,761+212.6% |
| Participant deferral / active EE | $9,639 | $7,181+34.2% | $6,842+40.9% | $5,982+61.1% |
| Admin fee / account holder | $1,319 | $10,807-87.8% | $9,309-85.8% | $11,246-88.3% |