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 5-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 | $615,031 | $165,984+270.5% | $164,813+273.2% | $145,922+321.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.12% | 100.03%-92.9pp | 69.93%-62.8pp | 561.29%-554.2pp |
| Employer contribution / active EE | $4,668 | $5,273-11.5% | $4,341+7.5% | $4,660+0.2% |
| Participant deferral / active EE | $32,880 | $6,959+372.5% | $6,031+445.1% | $6,688+391.7% |
| Admin fee / account holder | $1,599 | $16,648-90.4% | $12,690-87.4% | $13,397-88.1% |