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 | $312,665 | $117,983+165.0% | $101,794+207.2% | $142,382+119.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 5.48% | 36.92%-31.4pp | 30.53%-25.0pp | 217.08%-211.6pp |
| Employer contribution / active EE | $13,735 | $2,773+395.4% | $2,289+500.1% | $4,299+219.5% |
| Participant deferral / active EE | $19,351 | $4,714+310.5% | $4,084+373.8% | $6,507+197.4% |
| Admin fee / account holder | $2,502 | $10,433-76.0% | $8,777-71.5% | $12,624-80.2% |