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 | $464,171 | $114,047+307.0% | $96,139+382.8% | $167,490+177.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 5.62% | 189.88%-184.3pp | 191.94%-186.3pp | 478.56%-472.9pp |
| Employer contribution / active EE | $10,604 | $3,427+209.4% | $2,797+279.1% | $4,837+119.2% |
| Participant deferral / active EE | $8,667 | $5,194+66.9% | $4,349+99.3% | $6,341+36.7% |
| Admin fee / account holder | $23,739 | $6,897+244.2% | $5,537+328.8% | $12,309+92.9% |