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 | $1,575,312 | $114,381+1277.2% | $107,525+1365.1% | $142,382+1006.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.34% | 242.71%-233.4pp | 181.32%-172.0pp | 217.08%-207.7pp |
| Employer contribution / active EE | $55,625 | $4,015+1285.5% | $3,754+1381.9% | $4,299+1193.9% |
| Participant deferral / active EE | $62,000 | $5,564+1014.3% | $5,116+1112.0% | $6,507+852.8% |
| Admin fee / account holder | $1,304,406 | $9,860+13129.1% | $8,919+14525.5% | $12,624+10233.0% |