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 | $468,580 | $102,966+355.1% | $90,281+419.0% | $152,861+206.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.63% | 95.16%-91.5pp | 78.10%-74.5pp | 345.32%-341.7pp |
| Employer contribution / active EE | $9,420 | $3,139+200.1% | $2,854+230.0% | $4,762+97.8% |
| Participant deferral / active EE | $17,833 | $4,281+316.5% | $3,885+359.0% | $5,850+204.8% |
| Admin fee / account holder | $12,035 | $6,171+95.0% | $5,351+124.9% | $11,596+3.8% |