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 | $370,889 | $104,907+253.5% | $84,611+338.3% | $152,861+142.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 9.07% | 373.79%-364.7pp | 258.74%-249.7pp | 345.32%-336.3pp |
| Employer contribution / active EE | $15,463 | $3,302+368.4% | $2,652+483.1% | $4,762+224.7% |
| Participant deferral / active EE | $9,308 | $4,688+98.6% | $3,899+138.8% | $5,850+59.1% |
| Admin fee / account holder | $2,492 | $6,241-60.1% | $4,912-49.3% | $11,596-78.5% |