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 | $388,644 | $201,272+93.1% | $184,203+111.0% | $145,922+166.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.71% | 29.00%-24.3pp | 28.81%-24.1pp | 561.29%-556.6pp |
| Employer contribution / active EE | $18,369 | $7,022+161.6% | $6,427+185.8% | $4,660+294.2% |
| Participant deferral / active EE | $9,584 | $9,806-2.3% | $9,131+5.0% | $6,688+43.3% |
| Admin fee / account holder | $92,077 | $16,364+462.7% | $13,901+562.4% | $13,397+587.3% |