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 | $680,497 | $202,432+236.2% | $169,368+301.8% | $139,434+388.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.21% | 531.74%-523.5pp | 405.60%-397.4pp | 372.94%-364.7pp |
| Employer contribution / active EE | $14,458 | $4,692+208.1% | $4,013+260.3% | $4,751+204.3% |
| Participant deferral / active EE | $13,767 | $6,938+98.4% | $6,221+121.3% | $6,710+105.2% |
| Admin fee / account holder | $13,350 | $10,708+24.7% | $9,003+48.3% | $11,403+17.1% |