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 | $380,525 | $72,400+425.6% | $67,502+463.7% | $145,922+160.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.77% | 7182.46%-7174.7pp | 3512.12%-3504.4pp | 561.29%-553.5pp |
| Employer contribution / active EE | $17,388 | $3,069+466.5% | $2,731+536.7% | $4,660+273.2% |
| Participant deferral / active EE | $9,304 | $4,783+94.5% | $4,000+132.6% | $6,688+39.1% |
| Admin fee / account holder | $1,247 | $5,539-77.5% | $3,998-68.8% | $13,397-90.7% |