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 | $282,366 | $105,181+168.5% | $159,436+77.1% | $85,850+228.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.92% | 45.07%-34.2pp | 263.57%-252.6pp | 318.53%-307.6pp |
| Employer contribution / active EE | $10,029 | $3,318+202.2% | $4,829+107.7% | $2,565+291.0% |
| Participant deferral / active EE | $12,632 | $5,945+112.5% | $7,352+71.8% | $3,952+219.7% |
| Admin fee / account holder | $11,204 | $6,933+61.6% | $10,799+3.8% | $6,260+79.0% |