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 | $537,682 | $100,773+433.6% | $88,946+504.5% | $142,382+277.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.18% | 70.18%-60.0pp | 57.82%-47.6pp | 217.08%-206.9pp |
| Employer contribution / active EE | $12,321 | $2,918+322.3% | $2,555+382.2% | $4,299+186.6% |
| Participant deferral / active EE | $25,179 | $5,230+381.4% | $4,581+449.6% | $6,507+286.9% |
| Admin fee / account holder | $7,838 | $9,693-19.1% | $8,261-5.1% | $12,624-37.9% |