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 6-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 | $391,134 | $214,378+82.5% | $200,582+95.0% | $142,382+174.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.45% | 46.41%-35.0pp | 42.33%-30.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $9,167 | $6,841+34.0% | $6,419+42.8% | $4,299+113.2% |
| Participant deferral / active EE | $5,317 | $9,865-46.1% | $9,331-43.0% | $6,507-18.3% |
| Admin fee / account holder | $22,437 | $17,692+26.8% | $16,305+37.6% | $12,624+77.7% |