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 | $560,377 | $104,664+435.4% | $85,682+554.0% | $167,490+234.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 8.96% | 21.45%-12.5pp | 21.49%-12.5pp | 478.56%-469.6pp |
| Employer contribution / active EE | $14,535 | $3,337+335.6% | $2,618+455.1% | $4,837+200.5% |
| Participant deferral / active EE | $6,500 | $4,824+34.7% | $3,923+65.7% | $6,341+2.5% |
| Admin fee / account holder | $4,123 | $10,032-58.9% | $6,873-40.0% | $12,309-66.5% |