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 | $428,629 | $177,572+141.4% | $154,803+176.9% | $142,382+201.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.01% | 65.07%-55.1pp | 58.88%-48.9pp | 217.08%-207.1pp |
| Employer contribution / active EE | $8,249 | $4,810+71.5% | $4,305+91.6% | $4,299+91.9% |
| Participant deferral / active EE | $7,722 | $6,272+23.1% | $5,540+39.4% | $6,507+18.7% |
| Admin fee / account holder | $3,962 | $16,786-76.4% | $14,329-72.3% | $12,624-68.6% |