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 | $460,073 | $189,613+142.6% | $167,512+174.7% | $142,382+223.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 9.74% | 2024.68%-2014.9pp | 1615.79%-1606.1pp | 217.08%-207.3pp |
| Employer contribution / active EE | $5,000 | $4,349+15.0% | $3,882+28.8% | $4,299+16.3% |
| Participant deferral / active EE | $6,000 | $6,981-14.1% | $6,405-6.3% | $6,507-7.8% |
| Admin fee / account holder | $1,831 | $10,528-82.6% | $9,769-81.3% | $12,624-85.5% |