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 | $451,337 | $109,817+311.0% | $98,442+358.5% | $167,490+169.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.53% | 1956.69%-1949.2pp | 1492.73%-1485.2pp | 478.56%-471.0pp |
| Employer contribution / active EE | $6,195 | $3,224+92.2% | $2,960+109.3% | $4,837+28.1% |
| Participant deferral / active EE | $15,791 | $4,673+237.9% | $4,276+269.3% | $6,341+149.0% |
| Admin fee / account holder | $2,106 | $6,753-68.8% | $5,949-64.6% | $12,309-82.9% |