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 | $880,273 | $158,398+455.7% | $126,539+595.7% | $142,382+518.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 7.11% | 593.76%-586.6pp | 425.95%-418.8pp | 217.08%-210.0pp |
| Employer contribution / active EE | $38,530 | $4,650+728.6% | $3,674+948.7% | $4,299+796.2% |
| Participant deferral / active EE | $17,100 | $4,767+258.7% | $4,083+318.9% | $6,507+162.8% |
| Admin fee / account holder | $16,104 | $6,918+132.8% | $6,065+165.5% | $12,624+27.6% |