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 | $287,236 | $127,065+126.1% | $113,168+153.8% | $142,382+101.7% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 7.77% | 24.03%-16.3pp | 24.27%-16.5pp | 217.08%-209.3pp |
| Employer contribution / active EE | $22,166 | $3,442+544.0% | $2,975+645.0% | $4,299+415.6% |
| Participant deferral / active EE | $4,967 | $5,716-13.1% | $5,107-2.7% | $6,507-23.7% |
| Admin fee / account holder | $10,443 | $15,736-33.6% | $12,068-13.5% | $12,624-17.3% |