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 | $410,820 | $102,966+299.0% | $90,281+355.0% | $152,861+168.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.96% | 95.16%-94.2pp | 78.10%-77.1pp | 345.32%-344.4pp |
| Employer contribution / active EE | $1,608 | $3,139-48.8% | $2,854-43.7% | $4,762-66.2% |
| Participant deferral / active EE | $6,672 | $4,281+55.8% | $3,885+71.7% | $5,850+14.0% |
| Admin fee / account holder | $504 | $6,171-91.8% | $5,351-90.6% | $11,596-95.7% |