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 | $312,307 | $159,901+95.3% | $146,958+112.5% | $145,922+114.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.68% | 98.13%-92.5pp | 418.34%-412.7pp | 561.29%-555.6pp |
| Employer contribution / active EE | $4,889 | $5,286-7.5% | $4,933-0.9% | $4,660+4.9% |
| Participant deferral / active EE | $16,157 | $8,428+91.7% | $8,070+100.2% | $6,688+141.6% |
| Admin fee / account holder | $10,377 | $15,044-31.0% | $12,998-20.2% | $13,397-22.5% |