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 | $837,863 | $148,534+464.1% | $135,903+516.5% | $139,434+500.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -5.73% | 79.19%-84.9pp | 68.23%-74.0pp | 372.94%-378.7pp |
| Employer contribution / active EE | $26,092 | $5,243+397.7% | $4,856+437.3% | $4,751+449.2% |
| Participant deferral / active EE | $15,910 | $8,100+96.4% | $7,758+105.1% | $6,710+137.1% |
| Admin fee / account holder | $22,318 | $12,400+80.0% | $10,762+107.4% | $11,403+95.7% |