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 9-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 | $542,258 | $74,888+624.1% | $71,209+661.5% | $142,382+280.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.49% | 345.14%-337.7pp | 282.51%-275.0pp | 217.08%-209.6pp |
| Employer contribution / active EE | $17,542 | $2,854+514.6% | $2,721+544.7% | $4,299+308.0% |
| Participant deferral / active EE | $2,929 | $4,454-34.2% | $4,175-29.8% | $6,507-55.0% |
| Admin fee / account holder | $9,861 | $5,568+77.1% | $5,349+84.4% | $12,624-21.9% |