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 | $250,420 | $98,750+153.6% | $149,696+67.3% | $79,858+213.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.22% | 27.43%-15.2pp | 276.60%-264.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $10,559 | $3,216+228.3% | $4,644+127.4% | $2,471+327.3% |
| Participant deferral / active EE | $9,413 | $5,680+65.7% | $6,842+37.6% | $3,740+151.7% |
| Admin fee / account holder | $7,419 | $6,053+22.6% | $9,309-20.3% | $5,306+39.8% |