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 | $520,214 | $135,635+283.5% | $110,238+371.9% | $135,375+284.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.82% | 513.19%-524.0pp | 314.74%-325.6pp | 519.73%-530.6pp |
| Employer contribution / active EE | $15,027 | $4,906+206.3% | $3,826+292.7% | $4,779+214.5% |
| Participant deferral / active EE | $8,704 | $5,506+58.1% | $4,672+86.3% | $5,609+55.2% |
| Admin fee / account holder | $16,615 | $11,457+45.0% | $8,547+94.4% | $10,827+53.5% |