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 | $1,106,855 | $74,888+1378.0% | $71,209+1454.4% | $142,382+677.4% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 10.27% | 345.14%-334.9pp | 282.51%-272.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $5,627 | $2,854+97.1% | $2,721+106.8% | $4,299+30.9% |
| Participant deferral / active EE | $17,014 | $4,454+282.0% | $4,175+307.5% | $6,507+161.5% |
| Admin fee / account holder | $12,639 | $5,568+127.0% | $5,349+136.3% | $12,624+0.1% |