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 | $281,712 | $185,822+51.6% | $169,993+65.7% | $139,434+102.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.62% | 60.50%-55.9pp | 53.37%-48.8pp | 372.94%-368.3pp |
| Employer contribution / active EE | $20,550 | $7,590+170.8% | $6,785+202.9% | $4,751+332.6% |
| Participant deferral / active EE | $21,529 | $11,622+85.2% | $10,408+106.9% | $6,710+220.8% |
| Admin fee / account holder | $563 | $15,381-96.3% | $12,815-95.6% | $11,403-95.1% |