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 | $289,276 | $109,817+163.4% | $98,442+193.9% | $167,490+72.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.32% | 1956.69%-1948.4pp | 1492.73%-1484.4pp | 478.56%-470.2pp |
| Employer contribution / active EE | $8,728 | $3,224+170.7% | $2,960+194.9% | $4,837+80.4% |
| Participant deferral / active EE | $2,218 | $4,673-52.5% | $4,276-48.1% | $6,341-65.0% |
| Admin fee / account holder | $14,659 | $6,753+117.1% | $5,949+146.4% | $12,309+19.1% |