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 | $349,379 | $159,602+118.9% | $150,045+132.8% | $142,382+145.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.83% | 70.24%-66.4pp | 62.55%-58.7pp | 217.08%-213.2pp |
| Employer contribution / active EE | $12,387 | $4,961+149.7% | $4,693+163.9% | $4,299+188.1% |
| Participant deferral / active EE | $18,344 | $8,310+120.7% | $7,997+129.4% | $6,507+181.9% |
| Admin fee / account holder | $9,900 | $14,846-33.3% | $13,435-26.3% | $12,624-21.6% |