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 9-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 | $326,364 | $167,307+95.1% | $143,757+127.0% | $134,475+142.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -23.41% | 0.46%-23.9pp | -0.04%-23.4pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,384 | $5,619-75.4% | $4,951-72.0% | $4,740-70.8% |
| Participant deferral / active EE | $7,498 | $6,446+16.3% | $5,637+33.0% | $6,400+17.2% |
| Admin fee / account holder | $4,504 | $18,088-75.1% | $14,673-69.3% | $11,426-60.6% |