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 | $395,432 | $97,744+304.6% | $103,476+282.1% | $145,922+171.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 9.01% | 25.41%-16.4pp | 23.90%-14.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $16,717 | $4,677+257.4% | $4,672+257.8% | $4,660+258.8% |
| Participant deferral / active EE | $12,862 | $6,603+94.8% | $6,623+94.2% | $6,688+92.3% |
| Admin fee / account holder | $4,452 | $12,515-64.4% | $9,413-52.7% | $13,397-66.8% |