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 | $257,481 | $74,888+243.8% | $71,209+261.6% | $142,382+80.8% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.1%+8.1pp |
| Annual return | 10.57% | 345.14%-334.6pp | 282.51%-271.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $4,726 | $2,854+65.6% | $2,721+73.7% | $4,299+9.9% |
| Participant deferral / active EE | $8,196 | $4,454+84.0% | $4,175+96.3% | $6,507+25.9% |
| Admin fee / account holder | $58,150 | $5,568+944.3% | $5,349+987.2% | $12,624+360.6% |