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 | $382,284 | $159,602+139.5% | $150,045+154.8% | $142,382+168.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 1.33% | 70.24%-68.9pp | 62.55%-61.2pp | 217.08%-215.7pp |
| Employer contribution / active EE | $8,298 | $4,961+67.3% | $4,693+76.8% | $4,299+93.0% |
| Participant deferral / active EE | $14,147 | $8,310+70.2% | $7,997+76.9% | $6,507+117.4% |
| Admin fee / account holder | $20,122 | $14,846+35.5% | $13,435+49.8% | $12,624+59.4% |