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 | $285,786 | $176,056+62.3% | $159,436+79.2% | $167,490+70.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.70% | 331.75%-322.0pp | 263.57%-253.9pp | 478.56%-468.9pp |
| Employer contribution / active EE | $4,615 | $5,297-12.9% | $4,829-4.4% | $4,837-4.6% |
| Participant deferral / active EE | $5,625 | $7,750-27.4% | $7,352-23.5% | $6,341-11.3% |
| Admin fee / account holder | $9,043 | $12,554-28.0% | $10,799-16.3% | $12,309-26.5% |