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 | $414,182 | $70,756+485.4% | $65,493+532.4% | $142,382+190.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 4.04% | 1754.89%-1750.8pp | 982.45%-978.4pp | 217.08%-213.0pp |
| Employer contribution / active EE | $4,183 | $2,881+45.2% | $2,574+62.5% | $4,299-2.7% |
| Participant deferral / active EE | $8,400 | $4,637+81.1% | $3,961+112.1% | $6,507+29.1% |
| Admin fee / account holder | $5,611 | $6,559-14.5% | $5,028+11.6% | $12,624-55.6% |