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 | $2,076,895 | $158,398+1211.2% | $126,539+1541.3% | $142,382+1358.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 4.97% | 593.76%-588.8pp | 425.95%-421.0pp | 217.08%-212.1pp |
| Employer contribution / active EE | $47,142 | $4,650+913.8% | $3,674+1183.1% | $4,299+996.6% |
| Participant deferral / active EE | $31,000 | $4,767+550.3% | $4,083+659.3% | $6,507+376.4% |
| Admin fee / account holder | $13,205 | $6,918+90.9% | $6,065+117.7% | $12,624+4.6% |