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 | $683,457 | $198,466+244.4% | $170,442+301.0% | $147,584+363.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.79% | 257.29%-253.5pp | 205.93%-202.1pp | 578.55%-574.8pp |
| Employer contribution / active EE | $9,760 | $6,184+57.8% | $5,433+79.7% | $4,876+100.1% |
| Participant deferral / active EE | $8,653 | $5,629+53.7% | $4,939+75.2% | $5,439+59.1% |
| Admin fee / account holder | $48,785 | $16,852+189.5% | $13,880+251.5% | $10,885+348.2% |