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 | $260,351 | $82,664+215.0% | $125,339+107.7% | $68,494+280.1% |
| Participation rate | 98.8% | 75.0%+23.8pp | 82.4%+16.5pp | 67.9%+30.9pp |
| Annual return | -20.84% | -5.97%-14.9pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $5,160 | $3,381+52.6% | $4,814+7.2% | $2,596+98.7% |
| Participant deferral / active EE | $11,877 | $6,110+94.4% | $7,446+59.5% | $4,027+194.9% |
| Admin fee / account holder | $19,845 | $6,275+216.2% | $10,010+98.3% | $5,403+267.3% |