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 | $1,407,529 | $159,602+781.9% | $150,045+838.1% | $142,382+888.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.63% | 70.24%-60.6pp | 62.55%-52.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $10,671 | $4,961+115.1% | $4,693+127.4% | $4,299+148.2% |
| Participant deferral / active EE | $20,667 | $8,310+148.7% | $7,997+158.4% | $6,507+217.6% |
| Admin fee / account holder | $7,339 | $14,846-50.6% | $13,435-45.4% | $12,624-41.9% |