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 | $364,563 | $176,056+107.1% | $159,436+128.7% | $167,490+117.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.76% | 331.75%-331.0pp | 263.57%-262.8pp | 478.56%-477.8pp |
| Employer contribution / active EE | $6,030 | $5,297+13.8% | $4,829+24.9% | $4,837+24.7% |
| Participant deferral / active EE | $36,875 | $7,750+375.8% | $7,352+401.6% | $6,341+481.5% |
| Admin fee / account holder | $34,933 | $12,554+178.3% | $10,799+223.5% | $12,309+183.8% |