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 4-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 | $918,224 | $109,982+734.9% | $97,226+844.4% | $145,922+529.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.69% | 242.90%-237.2pp | 75.13%-69.4pp | 561.29%-555.6pp |
| Employer contribution / active EE | $26,001 | $3,084+743.2% | $2,729+852.9% | $4,660+458.0% |
| Participant deferral / active EE | $16,176 | $4,676+245.9% | $4,264+279.4% | $6,688+141.9% |
| Admin fee / account holder | $2,006 | $6,221-67.8% | $5,654-64.5% | $13,397-85.0% |