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 | $581,190 | $180,449+222.1% | $154,107+277.1% | $135,375+329.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.32% | 888.09%-900.4pp | 735.12%-747.4pp | 519.73%-532.1pp |
| Employer contribution / active EE | $13,643 | $6,035+126.1% | $5,298+157.5% | $4,779+185.5% |
| Participant deferral / active EE | $8,487 | $5,806+46.2% | $5,081+67.0% | $5,609+51.3% |
| Admin fee / account holder | $5,787 | $16,143-64.1% | $13,411-56.8% | $10,827-46.5% |