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 | $695,949 | $107,334+548.4% | $92,893+649.2% | $152,861+355.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 2.72% | 145.58%-142.9pp | 109.41%-106.7pp | 345.32%-342.6pp |
| Employer contribution / active EE | $19,309 | $4,221+357.4% | $3,653+428.6% | $4,762+305.5% |
| Participant deferral / active EE | $14,677 | $4,845+202.9% | $4,236+246.5% | $5,850+150.9% |
| Admin fee / account holder | $2,588 | $7,079-63.4% | $5,794-55.3% | $11,596-77.7% |