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 | $312,593 | $71,883+334.9% | $86,677+260.6% | $68,494+356.4% |
| Participation rate | 72.2% | 72.2%0pp | 76.6%-4.4pp | 67.9%+4.3pp |
| Annual return | -19.12% | 3.52%-22.6pp | 35.91%-55.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,172 | $2,1730% | $2,836-23.4% | $2,596-16.3% |
| Participant deferral / active EE | $8,865 | $3,779+134.6% | $4,656+90.4% | $4,027+120.1% |
| Admin fee / account holder | $561 | $6,112-90.8% | $7,493-92.5% | $5,403-89.6% |