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 | $334,306 | $160,055+108.9% | $140,016+138.8% | $135,375+146.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.16% | 911.38%-921.5pp | 651.12%-661.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $25,568 | $6,420+298.2% | $5,606+356.1% | $4,779+435.0% |
| Participant deferral / active EE | $12,333 | $7,642+61.4% | $6,927+78.0% | $5,609+119.9% |
| Admin fee / account holder | $868 | $13,328-93.5% | $10,705-91.9% | $10,827-92.0% |