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 | $379,624 | $176,056+115.6% | $159,436+138.1% | $167,490+126.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.80% | 331.75%-324.9pp | 263.57%-256.8pp | 478.56%-471.8pp |
| Employer contribution / active EE | $2,973 | $5,297-43.9% | $4,829-38.4% | $4,837-38.5% |
| Participant deferral / active EE | $7,289 | $7,750-6.0% | $7,352-0.9% | $6,341+14.9% |
| Admin fee / account holder | $6,203 | $12,554-50.6% | $10,799-42.6% | $12,309-49.6% |