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 | $337,565 | $148,534+127.3% | $135,903+148.4% | $139,434+142.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.69% | 79.19%-67.5pp | 68.23%-56.5pp | 372.94%-361.3pp |
| Employer contribution / active EE | $2,973 | $5,243-43.3% | $4,856-38.8% | $4,751-37.4% |
| Participant deferral / active EE | $14,037 | $8,100+73.3% | $7,758+80.9% | $6,710+109.2% |
| Admin fee / account holder | $3,075 | $12,400-75.2% | $10,762-71.4% | $11,403-73.0% |