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 | $387,072 | $105,126+268.2% | $94,646+309.0% | $139,434+177.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 7.92% | 38.03%-30.1pp | 156.71%-148.8pp | 372.94%-365.0pp |
| Employer contribution / active EE | $16,328 | $4,106+297.7% | $3,672+344.6% | $4,751+243.7% |
| Participant deferral / active EE | $20,433 | $7,599+168.9% | $7,418+175.5% | $6,710+204.5% |
| Admin fee / account holder | $7,530 | $8,984-16.2% | $7,231+4.1% | $11,403-34.0% |