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 | $4,273,700 | $114,381+3636.4% | $107,525+3874.6% | $142,382+2901.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.50% | 242.71%-232.2pp | 181.32%-170.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $24,516 | $4,015+510.7% | $3,754+553.1% | $4,299+470.3% |
| Participant deferral / active EE | $17,832 | $5,564+220.5% | $5,116+248.6% | $6,507+174.0% |
| Admin fee / account holder | $20,514 | $9,860+108.1% | $8,919+130.0% | $12,624+62.5% |