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 | $455,565 | $109,817+314.8% | $98,442+362.8% | $167,490+172.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.60% | 1956.69%-1948.1pp | 1492.73%-1484.1pp | 478.56%-470.0pp |
| Employer contribution / active EE | $4,706 | $3,224+46.0% | $2,960+59.0% | $4,837-2.7% |
| Participant deferral / active EE | $6,519 | $4,673+39.5% | $4,276+52.4% | $6,341+2.8% |
| Admin fee / account holder | $1,926 | $6,753-71.5% | $5,949-67.6% | $12,309-84.4% |