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 | $324,457 | $74,888+333.3% | $71,209+355.6% | $142,382+127.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.82% | 345.14%-338.3pp | 282.51%-275.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $14,486 | $2,854+407.5% | $2,721+432.4% | $4,299+237.0% |
| Participant deferral / active EE | $4,610 | $4,454+3.5% | $4,175+10.4% | $6,507-29.2% |
| Admin fee / account holder | $8,395 | $5,568+50.8% | $5,349+57.0% | $12,624-33.5% |