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 | $483,625 | $202,318+139.0% | $172,739+180.0% | $152,861+216.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.55% | 1029.65%-1024.1pp | 802.84%-797.3pp | 345.32%-339.8pp |
| Employer contribution / active EE | $32,599 | $5,856+456.7% | $5,143+533.9% | $4,762+584.5% |
| Participant deferral / active EE | $6,858 | $5,948+15.3% | $5,198+32.0% | $5,850+17.2% |
| Admin fee / account holder | $16,287 | $17,109-4.8% | $13,954+16.7% | $11,596+40.4% |