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 | $384,425 | $150,440+155.5% | $136,294+182.1% | $147,584+160.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.70% | 1049.08%-1039.4pp | 5155.94%-5146.2pp | 578.55%-568.9pp |
| Employer contribution / active EE | $2,368 | $5,256-54.9% | $4,695-49.6% | $4,876-51.4% |
| Participant deferral / active EE | $8,704 | $6,630+31.3% | $6,247+39.3% | $5,439+60.0% |
| Admin fee / account holder | $13,482 | $10,905+23.6% | $9,243+45.9% | $10,885+23.9% |