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 | $738,445 | $159,901+361.8% | $146,958+402.5% | $145,922+406.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.85% | 98.13%-89.3pp | 418.34%-409.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,802 | $5,286-65.9% | $4,933-63.5% | $4,660-61.3% |
| Participant deferral / active EE | $15,921 | $8,428+88.9% | $8,070+97.3% | $6,688+138.1% |
| Admin fee / account holder | $16,531 | $15,044+9.9% | $12,998+27.2% | $13,397+23.4% |