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 | $641,557 | $159,901+301.2% | $146,958+336.6% | $145,922+339.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.18% | 98.13%-89.9pp | 418.34%-410.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $27,733 | $5,286+424.6% | $4,933+462.2% | $4,660+495.2% |
| Participant deferral / active EE | $14,568 | $8,428+72.8% | $8,070+80.5% | $6,688+117.8% |
| Admin fee / account holder | $4,414 | $15,044-70.7% | $12,998-66.0% | $13,397-67.0% |