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 | $511,410 | $183,519+178.7% | $155,509+228.9% | $145,922+250.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.69% | 61.17%-52.5pp | 64.67%-56.0pp | 561.29%-552.6pp |
| Employer contribution / active EE | $8,038 | $5,313+51.3% | $4,672+72.0% | $4,660+72.5% |
| Participant deferral / active EE | $29,772 | $6,462+360.7% | $5,626+429.2% | $6,688+345.2% |
| Admin fee / account holder | $1,194 | $19,313-93.8% | $15,912-92.5% | $13,397-91.1% |