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 | $289,019 | $100,754+186.9% | $86,677+233.4% | $134,475+114.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.37% | 29.04%-50.4pp | 35.91%-57.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,339 | $3,489-61.6% | $2,836-52.8% | $4,740-71.8% |
| Participant deferral / active EE | $7,170 | $5,338+34.3% | $4,656+54.0% | $6,400+12.0% |
| Admin fee / account holder | $14,657 | $10,926+34.1% | $7,493+95.6% | $11,426+28.3% |