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 8-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 | $911,116 | $102,604+788.0% | $86,188+957.1% | $139,434+553.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 5.00% | 1922.51%-1917.5pp | 1168.45%-1163.4pp | 372.94%-367.9pp |
| Employer contribution / active EE | $13,544 | $3,032+346.6% | $2,380+469.0% | $4,751+185.1% |
| Participant deferral / active EE | $21,690 | $4,676+363.9% | $3,985+444.2% | $6,710+223.2% |
| Admin fee / account holder | $20,572 | $8,657+137.6% | $6,852+200.2% | $11,403+80.4% |