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 | $551,897 | $176,056+213.5% | $159,436+246.2% | $167,490+229.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.98% | 331.75%-322.8pp | 263.57%-254.6pp | 478.56%-469.6pp |
| Employer contribution / active EE | $10,813 | $5,297+104.1% | $4,829+123.9% | $4,837+123.5% |
| Participant deferral / active EE | $11,728 | $7,750+51.3% | $7,352+59.5% | $6,341+85.0% |
| Admin fee / account holder | $7,031 | $12,554-44.0% | $10,799-34.9% | $12,309-42.9% |