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 9-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 | $311,544 | $148,534+109.7% | $135,903+129.2% | $139,434+123.4% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | -7.79% | 79.19%-87.0pp | 68.23%-76.0pp | 372.94%-380.7pp |
| Employer contribution / active EE | $4,923 | $5,243-6.1% | $4,856+1.4% | $4,751+3.6% |
| Participant deferral / active EE | $11,353 | $8,100+40.2% | $7,758+46.3% | $6,710+69.2% |
| Admin fee / account holder | $2,537 | $12,400-79.5% | $10,762-76.4% | $11,403-77.8% |