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 6-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 | $663,743 | $159,602+315.9% | $150,045+342.4% | $142,382+366.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.36% | 70.24%-65.9pp | 62.55%-58.2pp | 217.08%-212.7pp |
| Employer contribution / active EE | $22,452 | $4,961+352.6% | $4,693+378.4% | $4,299+422.2% |
| Participant deferral / active EE | $17,600 | $8,310+111.8% | $7,997+120.1% | $6,507+170.5% |
| Admin fee / account holder | $7,488 | $14,846-49.6% | $13,435-44.3% | $12,624-40.7% |