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 | $294,038 | $159,901+83.9% | $146,958+100.1% | $145,922+101.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 5.26% | 98.13%-92.9pp | 418.34%-413.1pp | 561.29%-556.0pp |
| Employer contribution / active EE | $13,990 | $5,286+164.6% | $4,933+183.6% | $4,660+200.2% |
| Participant deferral / active EE | $9,930 | $8,428+17.8% | $8,070+23.1% | $6,688+48.5% |
| Admin fee / account holder | $528 | $15,044-96.5% | $12,998-95.9% | $13,397-96.1% |