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 | $492,054 | $118,849+314.0% | $96,562+409.6% | $167,490+193.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.99% | 50.49%-42.5pp | 37.78%-29.8pp | 478.56%-470.6pp |
| Employer contribution / active EE | $23,695 | $3,120+659.5% | $2,356+905.5% | $4,837+389.8% |
| Participant deferral / active EE | $18,625 | $4,616+303.5% | $3,849+383.9% | $6,341+193.7% |
| Admin fee / account holder | $3,141 | $8,065-61.1% | $6,181-49.2% | $12,309-74.5% |