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 7-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 | $454,988 | $100,773+351.5% | $88,946+411.5% | $142,382+219.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.01% | 70.18%-62.2pp | 57.82%-49.8pp | 217.08%-209.1pp |
| Employer contribution / active EE | $14,250 | $2,918+388.4% | $2,555+457.7% | $4,299+231.5% |
| Participant deferral / active EE | $11,500 | $5,230+119.9% | $4,581+151.0% | $6,507+76.7% |
| Admin fee / account holder | $2,573 | $9,693-73.5% | $8,261-68.9% | $12,624-79.6% |