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 | $888,441 | $183,963+382.9% | $162,163+447.9% | $152,861+481.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 5.79% | 150.76%-145.0pp | 115.59%-109.8pp | 345.32%-339.5pp |
| Employer contribution / active EE | $17,604 | $6,371+176.3% | $5,614+213.6% | $4,762+269.7% |
| Participant deferral / active EE | $18,650 | $8,034+132.1% | $7,298+155.5% | $5,850+218.8% |
| Admin fee / account holder | $19,967 | $13,121+52.2% | $10,843+84.2% | $11,596+72.2% |