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 | $704,239 | $74,888+840.4% | $71,209+889.0% | $142,382+394.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.99% | 345.14%-338.1pp | 282.51%-275.5pp | 217.08%-210.1pp |
| Employer contribution / active EE | $35,133 | $2,854+1130.8% | $2,721+1191.2% | $4,299+717.2% |
| Participant deferral / active EE | $26,500 | $4,454+494.9% | $4,175+534.7% | $6,507+307.2% |
| Admin fee / account holder | $14,432 | $5,568+159.2% | $5,349+169.8% | $12,624+14.3% |