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 | $317,031 | $165,335+91.8% | $149,696+111.8% | $158,922+99.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.91% | 348.15%-340.2pp | 276.60%-268.7pp | 302.83%-294.9pp |
| Employer contribution / active EE | $14,216 | $5,103+178.6% | $4,644+206.1% | $4,761+198.6% |
| Participant deferral / active EE | $12,756 | $7,181+77.6% | $6,842+86.4% | $5,982+113.2% |
| Admin fee / account holder | $1,094 | $10,807-89.9% | $9,309-88.3% | $11,246-90.3% |