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 | $273,309 | $150,440+81.7% | $136,294+100.5% | $147,584+85.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.33% | 1049.08%-1043.7pp | 5155.94%-5150.6pp | 578.55%-573.2pp |
| Employer contribution / active EE | $3,011 | $5,256-42.7% | $4,695-35.9% | $4,876-38.3% |
| Participant deferral / active EE | $9,289 | $6,630+40.1% | $6,247+48.7% | $5,439+70.8% |
| Admin fee / account holder | $10,107 | $10,905-7.3% | $9,243+9.3% | $10,885-7.1% |