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 | $509,040 | $176,056+189.1% | $159,436+219.3% | $167,490+203.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.51% | 331.75%-326.2pp | 263.57%-258.1pp | 478.56%-473.0pp |
| Employer contribution / active EE | $6,250 | $5,297+18.0% | $4,829+29.4% | $4,837+29.2% |
| Participant deferral / active EE | $22,000 | $7,750+183.9% | $7,352+199.2% | $6,341+246.9% |
| Admin fee / account holder | $5,844 | $12,554-53.5% | $10,799-45.9% | $12,309-52.5% |