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 | $266,405 | $165,335+61.1% | $149,696+78.0% | $158,922+67.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.64% | 348.15%-341.5pp | 276.60%-270.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $11,615 | $5,103+127.6% | $4,644+150.1% | $4,761+144.0% |
| Participant deferral / active EE | $7,109 | $7,181-1.0% | $6,842+3.9% | $5,982+18.8% |
| Admin fee / account holder | $11,320 | $10,807+4.7% | $9,309+21.6% | $11,246+0.7% |