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 | $281,457 | $171,865+63.8% | $149,718+88.0% | $147,584+90.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.39% | 2113.22%-2108.8pp | 1501.63%-1497.2pp | 578.55%-574.2pp |
| Employer contribution / active EE | $26,098 | $6,275+315.9% | $5,445+379.3% | $4,876+435.2% |
| Participant deferral / active EE | $21,200 | $7,271+191.6% | $6,569+222.7% | $5,439+289.8% |
| Admin fee / account holder | $6,709 | $13,799-51.4% | $11,283-40.5% | $10,885-38.4% |