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 | $400,698 | $197,591+102.8% | $177,821+125.3% | $158,922+152.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.26% | 58.76%-53.5pp | 48.32%-43.1pp | 302.83%-297.6pp |
| Employer contribution / active EE | $22,897 | $6,697+241.9% | $5,918+286.9% | $4,761+380.9% |
| Participant deferral / active EE | $20,403 | $8,405+142.7% | $7,714+164.5% | $5,982+241.1% |
| Admin fee / account holder | $57,848 | $15,399+275.6% | $12,427+365.5% | $11,246+414.4% |