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 | $406,591 | $157,256+158.6% | $141,162+188.0% | $152,861+166.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 11.26% | 64.32%-53.1pp | 71.39%-60.1pp | 345.32%-334.1pp |
| Employer contribution / active EE | $17,611 | $5,261+234.7% | $4,735+271.9% | $4,762+269.8% |
| Participant deferral / active EE | $8,388 | $7,109+18.0% | $6,709+25.0% | $5,850+43.4% |
| Admin fee / account holder | $140,757 | $12,120+1061.3% | $10,261+1271.7% | $11,596+1113.8% |