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 | $515,929 | $84,695+509.2% | $73,843+598.7% | $125,391+311.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.80% | 3123.53%-3127.3pp | 2267.84%-2271.6pp | 282.22%-286.0pp |
| Employer contribution / active EE | $22,385 | $3,123+616.7% | $2,787+703.1% | $4,866+360.0% |
| Participant deferral / active EE | $11,290 | $3,992+182.8% | $3,583+215.1% | $5,352+111.0% |
| Admin fee / account holder | $328 | $5,691-94.2% | $4,880-93.3% | $9,540-96.6% |