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 | $837,129 | $138,044+506.4% | $125,339+567.9% | $134,475+522.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.71% | 750.33%-773.0pp | 572.05%-594.8pp | 417.96%-440.7pp |
| Employer contribution / active EE | $6,197 | $5,243+18.2% | $4,814+28.7% | $4,740+30.7% |
| Participant deferral / active EE | $2,804 | $7,799-64.1% | $7,446-62.4% | $6,400-56.2% |
| Admin fee / account holder | $46,944 | $11,571+305.7% | $10,010+369.0% | $11,426+310.9% |