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 | $553,447 | $189,613+191.9% | $167,512+230.4% | $142,382+288.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 5.94% | 2024.68%-2018.7pp | 1615.79%-1609.9pp | 217.08%-211.1pp |
| Employer contribution / active EE | $6,469 | $4,349+48.8% | $3,882+66.7% | $4,299+50.5% |
| Participant deferral / active EE | $11,494 | $6,981+64.6% | $6,405+79.5% | $6,507+76.6% |
| Admin fee / account holder | $27,678 | $10,528+162.9% | $9,769+183.3% | $12,624+119.3% |