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 | $256,897 | $209,832+22.4% | $189,513+35.6% | $167,490+53.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -6.90% | 748.27%-755.2pp | 555.15%-562.1pp | 478.56%-485.5pp |
| Employer contribution / active EE | $13,972 | $6,914+102.1% | $6,162+126.8% | $4,837+188.8% |
| Participant deferral / active EE | $5,403 | $8,935-39.5% | $8,221-34.3% | $6,341-14.8% |
| Admin fee / account holder | $9,809 | $14,293-31.4% | $12,045-18.6% | $12,309-20.3% |