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 | $273,089 | $189,613+44.0% | $167,512+63.0% | $142,382+91.8% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | -13.83% | 2024.68%-2038.5pp | 1615.79%-1629.6pp | 217.08%-230.9pp |
| Employer contribution / active EE | $2,879 | $4,349-33.8% | $3,882-25.8% | $4,299-33.0% |
| Participant deferral / active EE | $5,160 | $6,981-26.1% | $6,405-19.4% | $6,507-20.7% |
| Admin fee / account holder | $723 | $10,528-93.1% | $9,769-92.6% | $12,624-94.3% |