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 | $360,592 | $114,381+215.3% | $107,525+235.4% | $142,382+153.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 1.44% | 242.71%-241.3pp | 181.32%-179.9pp | 217.08%-215.6pp |
| Employer contribution / active EE | $19,894 | $4,015+395.5% | $3,754+430.0% | $4,299+362.7% |
| Participant deferral / active EE | $18,800 | $5,564+237.9% | $5,116+267.5% | $6,507+188.9% |
| Admin fee / account holder | $2,788 | $9,860-71.7% | $8,919-68.7% | $12,624-77.9% |