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 | $271,212 | $104,974+158.4% | $95,585+183.7% | $142,382+90.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | -15.82% | 210.33%-226.1pp | 38.56%-54.4pp | 217.08%-232.9pp |
| Employer contribution / active EE | $1,720 | $2,779-38.1% | $2,527-31.9% | $4,299-60.0% |
| Participant deferral / active EE | $6,540 | $4,352+50.3% | $4,023+62.6% | $6,507+0.5% |
| Admin fee / account holder | $3,298 | $6,386-48.4% | $6,127-46.2% | $12,624-73.9% |