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 | $456,129 | $209,832+117.4% | $189,513+140.7% | $167,490+172.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.71% | 748.27%-742.6pp | 555.15%-549.4pp | 478.56%-472.8pp |
| Employer contribution / active EE | $10,578 | $6,914+53.0% | $6,162+71.7% | $4,837+118.7% |
| Participant deferral / active EE | $11,178 | $8,935+25.1% | $8,221+36.0% | $6,341+76.3% |
| Admin fee / account holder | $3,986 | $14,293-72.1% | $12,045-66.9% | $12,309-67.6% |