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 8-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 | $278,499 | $114,381+143.5% | $107,525+159.0% | $142,382+95.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.52% | 242.71%-238.2pp | 181.32%-176.8pp | 217.08%-212.6pp |
| Employer contribution / active EE | $33,377 | $4,015+731.4% | $3,754+789.2% | $4,299+676.4% |
| Participant deferral / active EE | $20,667 | $5,564+271.4% | $5,116+304.0% | $6,507+217.6% |
| Admin fee / account holder | $2,534 | $9,860-74.3% | $8,919-71.6% | $12,624-79.9% |