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 | $311,702 | $198,466+57.1% | $170,442+82.9% | $147,584+111.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.88% | 257.29%-248.4pp | 205.93%-197.0pp | 578.55%-569.7pp |
| Employer contribution / active EE | $11,933 | $6,184+93.0% | $5,433+119.6% | $4,876+144.7% |
| Participant deferral / active EE | $5,169 | $5,629-8.2% | $4,939+4.6% | $5,439-5.0% |
| Admin fee / account holder | $7,939 | $16,852-52.9% | $13,880-42.8% | $10,885-27.1% |