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 | $378,928 | $214,378+76.8% | $200,582+88.9% | $142,382+166.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 5.71% | 46.41%-40.7pp | 42.33%-36.6pp | 217.08%-211.4pp |
| Employer contribution / active EE | $11,993 | $6,841+75.3% | $6,419+86.8% | $4,299+179.0% |
| Participant deferral / active EE | $20,083 | $9,865+103.6% | $9,331+115.2% | $6,507+208.6% |
| Admin fee / account holder | $1,918 | $17,692-89.2% | $16,305-88.2% | $12,624-84.8% |