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 7-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 | $298,077 | $70,606+322.2% | $53,898+453.0% | $142,382+109.3% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 5.03% | 619.81%-614.8pp | 528.60%-523.6pp | 217.08%-212.0pp |
| Employer contribution / active EE | $1,157 | $1,202-3.8% | $932+24.1% | $4,299-73.1% |
| Participant deferral / active EE | $12,682 | $2,364+436.5% | $1,826+594.4% | $6,507+94.9% |
| Admin fee / account holder | $549 | $2,852-80.8% | $2,491-78.0% | $12,624-95.7% |