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 | $1,196,002 | $106,543+1022.6% | $91,220+1211.1% | $134,475+789.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -27.61% | 160.60%-188.2pp | 114.01%-141.6pp | 417.96%-445.6pp |
| Employer contribution / active EE | $3,600 | $3,331+8.1% | $2,850+26.3% | $4,740-24.0% |
| Participant deferral / active EE | $20,496 | $4,719+334.4% | $4,234+384.1% | $6,400+220.3% |
| Admin fee / account holder | $6,683 | $6,231+7.3% | $5,420+23.3% | $11,426-41.5% |