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 | $805,586 | $126,574+536.5% | $106,213+658.5% | $145,922+452.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.02% | 224.79%-216.8pp | 116.14%-108.1pp | 561.29%-553.3pp |
| Employer contribution / active EE | $16,749 | $3,730+349.0% | $3,171+428.1% | $4,660+259.5% |
| Participant deferral / active EE | $14,597 | $5,724+155.0% | $5,016+191.0% | $6,688+118.3% |
| Admin fee / account holder | $4,790 | $17,304-72.3% | $11,033-56.6% | $13,397-64.2% |