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 | $397,691 | $202,318+96.6% | $172,739+130.2% | $152,861+160.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.95% | 1029.65%-1025.7pp | 802.84%-798.9pp | 345.32%-341.4pp |
| Employer contribution / active EE | $16,064 | $5,856+174.3% | $5,143+212.3% | $4,762+237.3% |
| Participant deferral / active EE | $2,750 | $5,948-53.8% | $5,198-47.1% | $5,850-53.0% |
| Admin fee / account holder | $3,793 | $17,109-77.8% | $13,954-72.8% | $11,596-67.3% |