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 | $665,508 | $102,616+548.5% | $81,983+711.8% | $158,922+318.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 4.21% | 61.04%-56.8pp | 41.31%-37.1pp | 302.83%-298.6pp |
| Employer contribution / active EE | $29,613 | $3,240+814.0% | $2,498+1085.4% | $4,761+522.0% |
| Participant deferral / active EE | $17,358 | $4,648+273.4% | $3,722+366.4% | $5,982+190.2% |
| Admin fee / account holder | $46,467 | $8,235+464.3% | $5,664+720.4% | $11,246+313.2% |