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 | $449,820 | $214,378+109.8% | $200,582+124.3% | $142,382+215.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.55% | 46.41%-36.9pp | 42.33%-32.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $28,685 | $6,841+319.3% | $6,419+346.9% | $4,299+567.2% |
| Participant deferral / active EE | $24,703 | $9,865+150.4% | $9,331+164.7% | $6,507+279.6% |
| Admin fee / account holder | $5,443 | $17,692-69.2% | $16,305-66.6% | $12,624-56.9% |