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 | $310,599 | $138,044+125.0% | $125,339+147.8% | $134,475+131.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.92% | 750.33%-777.2pp | 572.05%-599.0pp | 417.96%-444.9pp |
| Employer contribution / active EE | $7,092 | $5,243+35.3% | $4,814+47.3% | $4,740+49.6% |
| Participant deferral / active EE | $12,231 | $7,799+56.8% | $7,446+64.2% | $6,400+91.1% |
| Admin fee / account holder | $2,187 | $11,571-81.1% | $10,010-78.2% | $11,426-80.9% |