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 | $723,210 | $159,602+353.1% | $150,045+382.0% | $142,382+407.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.99% | 70.24%-62.3pp | 62.55%-54.6pp | 217.08%-209.1pp |
| Employer contribution / active EE | $11,455 | $4,961+130.9% | $4,693+144.1% | $4,299+166.5% |
| Participant deferral / active EE | $18,049 | $8,310+117.2% | $7,997+125.7% | $6,507+177.4% |
| Admin fee / account holder | $3,674 | $14,846-75.3% | $13,435-72.7% | $12,624-70.9% |