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 | $394,998 | $209,411+88.6% | $178,490+121.3% | $158,922+148.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.12% | 188.75%-188.9pp | 151.07%-151.2pp | 302.83%-302.9pp |
| Employer contribution / active EE | $2,351 | $5,706-58.8% | $5,011-53.1% | $4,761-50.6% |
| Participant deferral / active EE | $9,045 | $5,954+51.9% | $5,202+73.9% | $5,982+51.2% |
| Admin fee / account holder | $958 | $17,074-94.4% | $13,984-93.2% | $11,246-91.5% |