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 | $346,272 | $97,757+254.2% | $83,848+313.0% | $135,375+155.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.29% | 1287.37%-1298.7pp | 850.88%-862.2pp | 519.73%-531.0pp |
| Employer contribution / active EE | $18,122 | $4,222+329.3% | $3,631+399.1% | $4,779+279.2% |
| Participant deferral / active EE | $11,478 | $4,682+145.1% | $4,082+181.2% | $5,609+104.6% |
| Admin fee / account holder | $11,999 | $6,674+79.8% | $5,478+119.0% | $10,827+10.8% |