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 | $336,588 | $104,907+220.8% | $84,611+297.8% | $152,861+120.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 3.96% | 373.79%-369.8pp | 258.74%-254.8pp | 345.32%-341.4pp |
| Employer contribution / active EE | $1,103 | $3,302-66.6% | $2,652-58.4% | $4,762-76.8% |
| Participant deferral / active EE | $2,014 | $4,688-57.0% | $3,899-48.3% | $5,850-65.6% |
| Admin fee / account holder | $9,828 | $6,241+57.5% | $4,912+100.1% | $11,596-15.3% |