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 | $352,861 | $157,256+124.4% | $141,162+150.0% | $152,861+130.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.38% | 64.32%-50.9pp | 71.39%-58.0pp | 345.32%-331.9pp |
| Employer contribution / active EE | $25,328 | $5,261+381.4% | $4,735+434.9% | $4,762+431.9% |
| Participant deferral / active EE | $31,000 | $7,109+336.0% | $6,709+362.1% | $5,850+429.9% |
| Admin fee / account holder | $466 | $12,120-96.2% | $10,261-95.5% | $11,596-96.0% |