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 | $689,809 | $95,862+619.6% | $79,550+767.1% | $134,475+413.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.62% | -2.69%-17.9pp | 0.16%-20.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,947 | $3,128+26.2% | $2,413+63.6% | $4,740-16.7% |
| Participant deferral / active EE | $13,163 | $4,693+180.5% | $3,985+230.3% | $6,400+105.7% |
| Admin fee / account holder | $30,761 | $9,126+237.1% | $6,832+350.2% | $11,426+169.2% |