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 | $539,975 | $183,519+194.2% | $155,509+247.2% | $145,922+270.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.26% | 61.17%-57.9pp | 64.67%-61.4pp | 561.29%-558.0pp |
| Employer contribution / active EE | $4,464 | $5,313-16.0% | $4,672-4.5% | $4,660-4.2% |
| Participant deferral / active EE | $16,020 | $6,462+147.9% | $5,626+184.7% | $6,688+139.5% |
| Admin fee / account holder | $113,661 | $19,313+488.5% | $15,912+614.3% | $13,397+748.4% |