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 | $379,569 | $90,348+320.1% | $75,972+399.6% | $145,922+160.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 6.40% | 620.88%-614.5pp | 359.55%-353.1pp | 561.29%-554.9pp |
| Employer contribution / active EE | $29,924 | $3,311+803.8% | $2,685+1014.6% | $4,660+542.2% |
| Participant deferral / active EE | $23,358 | $5,162+352.5% | $4,255+448.9% | $6,688+249.3% |
| Admin fee / account holder | $19,836 | $8,467+134.3% | $6,467+206.7% | $13,397+48.1% |