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 | $284,450 | $115,770+145.7% | $101,248+180.9% | $158,922+79.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.00% | 56.14%-49.1pp | 46.47%-39.5pp | 302.83%-295.8pp |
| Employer contribution / active EE | $2,705 | $4,175-35.2% | $3,660-26.1% | $4,761-43.2% |
| Participant deferral / active EE | $10,513 | $4,957+112.1% | $4,370+140.6% | $5,982+75.7% |
| Admin fee / account holder | $2,028 | $7,245-72.0% | $5,945-65.9% | $11,246-82.0% |