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 5-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 | $329,179 | $189,613+73.6% | $167,512+96.5% | $142,382+131.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 7.13% | 2024.68%-2017.6pp | 1615.79%-1608.7pp | 217.08%-209.9pp |
| Employer contribution / active EE | $40,607 | $4,349+833.7% | $3,882+946.1% | $4,299+844.5% |
| Participant deferral / active EE | $15,667 | $6,981+124.4% | $6,405+144.6% | $6,507+140.8% |
| Admin fee / account holder | $1,753 | $10,528-83.3% | $9,769-82.1% | $12,624-86.1% |