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 | $348,750 | $112,881+209.0% | $90,951+283.4% | $158,922+119.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 1.95% | 215.79%-213.8pp | 134.60%-132.6pp | 302.83%-300.9pp |
| Employer contribution / active EE | $5,920 | $2,893+104.6% | $2,122+179.0% | $4,761+24.3% |
| Participant deferral / active EE | $6,600 | $4,128+59.9% | $3,373+95.7% | $5,982+10.3% |
| Admin fee / account holder | $4,065 | $8,041-49.4% | $5,959-31.8% | $11,246-63.9% |