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 5-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 | $313,746 | $74,888+319.0% | $71,209+340.6% | $142,382+120.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.39% | 345.14%-332.8pp | 282.51%-270.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,800 | $2,854+68.2% | $2,721+76.4% | $4,299+11.7% |
| Participant deferral / active EE | $7,200 | $4,454+61.6% | $4,175+72.4% | $6,507+10.6% |
| Admin fee / account holder | $401 | $5,568-92.8% | $5,349-92.5% | $12,624-96.8% |