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 | $543,916 | $214,378+153.7% | $200,582+171.2% | $142,382+282.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 1.60% | 46.41%-44.8pp | 42.33%-40.7pp | 217.08%-215.5pp |
| Employer contribution / active EE | $16,949 | $6,841+147.7% | $6,419+164.0% | $4,299+294.2% |
| Participant deferral / active EE | $15,013 | $9,865+52.2% | $9,331+60.9% | $6,507+130.7% |
| Admin fee / account holder | $93,442 | $17,692+428.2% | $16,305+473.1% | $12,624+640.2% |