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 | $492,972 | $30,400+1521.6% | $53,898+814.6% | $84,808+481.3% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 1.81% | 500.19%-498.4pp | 528.60%-526.8pp | 40.90%-39.1pp |
| Employer contribution / active EE | $3,209 | $603+432.4% | $932+244.2% | $2,631+22.0% |
| Participant deferral / active EE | $5,302 | $1,199+342.4% | $1,826+190.3% | $4,212+25.9% |
| Admin fee / account holder | $4,633 | $1,993+132.4% | $2,491+86.0% | $7,344-36.9% |