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 | $279,272 | $159,901+74.7% | $146,958+90.0% | $145,922+91.4% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 6.83% | 98.13%-91.3pp | 418.34%-411.5pp | 561.29%-554.5pp |
| Employer contribution / active EE | $3,003 | $5,286-43.2% | $4,933-39.1% | $4,660-35.6% |
| Participant deferral / active EE | $11,396 | $8,428+35.2% | $8,070+41.2% | $6,688+70.4% |
| Admin fee / account holder | $2,888 | $15,044-80.8% | $12,998-77.8% | $13,397-78.4% |