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 | $551,418 | $133,958+311.6% | $112,228+391.3% | $134,475+310.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.07% | 47.11%-68.2pp | 27.45%-48.5pp | 417.96%-439.0pp |
| Employer contribution / active EE | $3,245 | $4,038-19.6% | $3,635-10.7% | $4,740-31.5% |
| Participant deferral / active EE | $13,905 | $5,291+162.8% | $4,728+194.1% | $6,400+117.3% |
| Admin fee / account holder | $3,652 | $7,489-51.2% | $6,410-43.0% | $11,426-68.0% |