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 | $290,788 | $124,185+134.2% | $108,410+168.2% | $167,490+73.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.49% | 1379.64%-1370.1pp | 905.27%-895.8pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,606 | $4,187-61.6% | $3,558-54.9% | $4,837-66.8% |
| Participant deferral / active EE | $14,235 | $6,908+106.0% | $6,563+116.9% | $6,341+124.5% |
| Admin fee / account holder | $10,100 | $9,455+6.8% | $7,295+38.4% | $12,309-17.9% |