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 | $291,641 | $150,440+93.9% | $136,294+114.0% | $147,584+97.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.68% | 1049.08%-1044.4pp | 5155.94%-5151.3pp | 578.55%-573.9pp |
| Employer contribution / active EE | $3,321 | $5,256-36.8% | $4,695-29.3% | $4,876-31.9% |
| Participant deferral / active EE | $10,435 | $6,630+57.4% | $6,247+67.0% | $5,439+91.9% |
| Admin fee / account holder | $350 | $10,905-96.8% | $9,243-96.2% | $10,885-96.8% |