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 | $355,907 | $107,791+230.2% | $90,645+292.6% | $135,375+162.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -12.10% | -0.90%-11.2pp | 1.88%-14.0pp | 519.73%-531.8pp |
| Employer contribution / active EE | $18,702 | $3,018+519.7% | $2,532+638.7% | $4,779+291.4% |
| Participant deferral / active EE | $16,000 | $3,872+313.2% | $3,425+367.2% | $5,609+185.3% |
| Admin fee / account holder | $3,675 | $5,930-38.0% | $4,994-26.4% | $10,827-66.1% |