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 | $270,658 | $183,519+47.5% | $155,509+74.0% | $145,922+85.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.36% | 61.17%-55.8pp | 64.67%-59.3pp | 561.29%-555.9pp |
| Employer contribution / active EE | $11,779 | $5,313+121.7% | $4,672+152.1% | $4,660+152.8% |
| Participant deferral / active EE | $15,507 | $6,462+140.0% | $5,626+175.6% | $6,688+131.9% |
| Admin fee / account holder | $5,314 | $19,313-72.5% | $15,912-66.6% | $13,397-60.3% |