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 | $335,032 | $106,890+213.4% | $84,015+298.8% | $152,861+119.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | -0.16% | 104.99%-105.1pp | 71.31%-71.5pp | 345.32%-345.5pp |
| Employer contribution / active EE | $2,202 | $2,734-19.5% | $1,983+11.0% | $4,762-53.8% |
| Participant deferral / active EE | $6,506 | $4,011+62.2% | $3,239+100.9% | $5,850+11.2% |
| Admin fee / account holder | $10,747 | $8,285+29.7% | $6,101+76.2% | $11,596-7.3% |