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 5-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 | $541,918 | $124,281+336.0% | $109,143+396.5% | $167,490+223.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.25% | 26.04%-17.8pp | 25.75%-17.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $8,568 | $4,207+103.6% | $3,722+130.2% | $4,837+77.1% |
| Participant deferral / active EE | $5,307 | $5,255+1.0% | $4,653+14.1% | $6,341-16.3% |
| Admin fee / account holder | $77,643 | $7,970+874.2% | $6,752+1049.9% | $12,309+530.8% |