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 | $890,907 | $133,922+565.2% | $116,228+666.5% | $142,382+525.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 7.43% | 147.76%-140.3pp | 90.06%-82.6pp | 217.08%-209.6pp |
| Employer contribution / active EE | $19,319 | $3,446+460.7% | $2,994+545.2% | $4,299+349.4% |
| Participant deferral / active EE | $14,637 | $5,672+158.1% | $4,953+195.5% | $6,507+124.9% |
| Admin fee / account holder | $5,399 | $14,945-63.9% | $11,989-55.0% | $12,624-57.2% |