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 | $270,626 | $104,907+158.0% | $84,611+219.8% | $152,861+77.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 2.21% | 373.79%-371.6pp | 258.74%-256.5pp | 345.32%-343.1pp |
| Employer contribution / active EE | $13,117 | $3,302+297.3% | $2,652+394.6% | $4,762+175.4% |
| Participant deferral / active EE | $16,000 | $4,688+241.3% | $3,899+310.4% | $5,850+173.5% |
| Admin fee / account holder | $5,522 | $6,241-11.5% | $4,912+12.4% | $11,596-52.4% |