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 | $376,106 | $78,694+377.9% | $67,652+455.9% | $125,391+199.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.90% | 9.46%-14.4pp | 6625.04%-6629.9pp | 282.22%-287.1pp |
| Employer contribution / active EE | $9,989 | $3,044+228.2% | $2,266+340.9% | $4,866+105.3% |
| Participant deferral / active EE | $6,134 | $4,292+42.9% | $3,560+72.3% | $5,352+14.6% |
| Admin fee / account holder | $4,213 | $7,403-43.1% | $4,821-12.6% | $9,540-55.8% |