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 | $319,556 | $93,346+242.3% | $71,796+345.1% | $273,961+16.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.84% | 130.39%-129.5pp | 78.04%-77.2pp | 41.45%-40.6pp |
| Employer contribution / active EE | $36,580 | $2,733+1238.3% | $1,924+1800.8% | $4,869+651.3% |
| Participant deferral / active EE | $26,500 | $3,475+662.6% | $2,794+848.3% | $5,287+401.2% |
| Admin fee / account holder | $5,287 | $6,571-19.5% | $4,815+9.8% | $10,132-47.8% |